Professional
I'm committed to helping you achieve your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free; with a little humor to lighten the conversation. I strive to provide you the best experience possible.
I started my financial planning career off with State Farm in 2011 as the agent for Jason Connors State Farm. I built a team of customer service reps that acquired new home, auto, renters, life and business insurance customers. Once they became customers, I would then meet with and discuss their current and future financial planning needs.
Prior to working with State Farm & Northwestern Mutual, I owned my own plumbing business. I have held a Master Plumber License as well as a Plumbing Contractor license for over two decades and enjoy plumbing a house or two a year.
June of 2015, Northwestern Mutual approached me about becoming a Financial Advisor. This is when I realized just how big of an impact a Financial Advisor could have in peoples’ lives. By working at a Property & Casualty firm, I realized the scope of products and solutions offered were lacking. This is when I decided to resign as the agent of Jason Connors State Farm to be a full time Financial Advisor with
Northwestern Mutual.
As a Financial Advisor with Northwestern Mutual, I have had the honor of meeting with hundreds of people and business owners each year to create personalized financial plans and provide solutions to many risks that otherwise would be devastating to a family or business. I have been able to do this by building a personal relationship with each client. The impact of working closely with a Northwestern Mutual financial advisor is immeasurable. My clients value the relationship we have built, as well as the planning we have done together. Often, I am introduced to friends and family of my clients because of the trust I have built.
Years of Experience
Representing Northwestern Mutual since 2015.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
Retirement Planning & Income Strategies
Education Planning & Funding
Investment Planning & Strategies
Multigenerational Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
