Personal
Born on the farm in the humble town of Homer Glen IL, the values of hard work, honesty, and integrity were planted into my being from day one. The constant moving from town to town and making new friends along the way as a kid made me realize more than anything, the joy of being around other people is something that can't be replicated. The combination of those two experiences brought me into the world of creating financial visons for my clients and continues to being the driving force today.
Professional
Our team’s mentality around executing your financial vision leans heavily on a few core principals. First being foresight and the notion of always thinking about how to position yourself now to thank yourself later. The second principal is tax-efficiency, the greatest weight holding down meaningful growth is often the taxes associated with it; by being mindful of this we look to position clients in such a fashion that alleviates this weight as much as possible. Third is notion of choices, by not putting our clients financial long term success contingent on one avenue and rather using a multitude of choices, options, and flexibility we can aim to ease the stress of our clients overall financial picture.
Years of Experience
Representing Northwestern Mutual since 2014.
Education
Loyola University (Chicago) - Finance (Bachelors)
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
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability 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.
