About me
My father always said that if you love what you do, you'll never work a day in your life. Well, after a ton of work and lot less hair, I'm proud to say I love what I do. Helping families create financial security and eliminate financial anxiety, creating savings strategies, setting goals, and opening the conversation around long-term planning.
I've spent over 10 years serving clients through the Chamber of Commerce, as a General Manager for LA Fitness, and as a Branch Manager for Enterprise. I've enjoyed the relationships I've built over these years the most, and I've been fortunate through these experiences to work with many business owners of all sizes. I have a passion for partnering with anyone that has an entrepreneurial spirit.
I'm now a proud business owner myself, step-father to three amazing boys, life partner to a wonderful and inspiring woman, avid motorcyclist, outdoorsman, and coach.
My team and I work closely with individual employees, business owners, and families at all stages of life. We educate on company benefits, understanding how to strategically save dollars for long-term goals, minimizing tax exposure over time, and we specialize in business planning, diversification strategies, retirement tax and distribution strategies, and family insurance 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.
Giving Back
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.
