About Me

My office is engaged and open for business.  After 23 years of serving the financial needs of others, I feel that I am able to guide people effectively through a complex and ever-changing financial landscape.  I can help you find the answer of how much, how long or what-if.  I can help with the tactical, but most importantly I can be an advocate on your behalf.  What a pleasure it is to collaborate and work together with people towards a successful result!

Awards and Recognition

  • National Association of Insurance & Financial Advisors
    • Local Chapter - 23 year member/past president
  • NAIFA Quality Award
  • National Quality Award 
    • Award recognizing persistency and performance
  • National Sales Achievement Award
  • 2022 Million Dollar Round Table (MDRT)

Personal

My sweetheart, Cindy and I have been married for 27 years.  We have raised two children and now enjoy our four grandchildren.  We are very excited at this point in our lives.  Professionally, we are growing and thriving.  Personally, I’m spending more time doing all things outdoors and have a particular passion for bowhunting in the fall and scuba diving around the world.

Lending a hand in my community

At one point 10 years ago, I was reflecting on my good fortune in life considering ways that I might give back to the community.  I was introduced to the Exchange Club of Idaho Falls, a civic group that has a focus on child abuse prevention, Americanism and working toward safer communities.  Cindy and I became members.  I joined the Board and became President.  We’ve never looked back and enjoy our association with this group today.  Life is most fulfilling when surrounded by generous and caring people.

One of the simplest ways I know to show gratitude is to be involved in community service. We have worked to reduce food insecurity by helping the Idaho Falls Community Food Basket.  My wife continues to volunteer there on a weekly basis.

The Exchange Club of Idaho Falls, ID

The Exchange Club of Idaho Falls devotes their efforts to many community service projects with an emphasis on child abuse prevention, honoring veterans and providing scholarships to high school students who have overcome significant obstacles.

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Field of Honor

Here are my areas of expertise

Investment Planning & Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Long-Term Care Planning

Multigenerational Planning

Estate 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.

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