Personal

I live in Lake Mills, WI with my wife, Jill and our four children, Lauren, Gavin, Evie, and Charlotte. We enjoy hanging out as a family watching movies, going to the zoo, and enjoying many outdoor activities.

Professional

I joined Northwestern Mutual in 2000. As a finance major, I wanted to use my knowledge to help families create a holistic approach to financial well-being. After graduating, I found that the strength, philosophy, and reputation of Northwestern Mutual aligned with my ideas of sound financial planning.

Years of Experience

Representing Northwestern Mutual since 2000.

Education

University of WI - Whitewater, Finance (Bachelor of Business Administration)

Associations and Memberships

After over 20 years in the business, I have shown commitment to my clients. The opportunity to help my people meet their financial goals is my ultimate driving force. I believe that professional involvement and development is an important aspect to being able to fully provide for my clients. I am an active member of the following organizations:

National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

The Chartered Life Underwriter (CLU®) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU® designation is the common bond for continuing growth and commitment to professionalism.

Awards and Recognition

  • National Quality Award 2004-2005, 2007-2009
    • Award recognizing persistency and performance

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Education Planning & Funding

Retirement Planning & Income Strategies

Investment Planning & Strategies

Disability Planning

Long-Term Care Planning

Planning for Special Needs

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.

Downtown Milwaukee, WI Skyline