About Me

I’m passionate about people and connecting with high caliber individuals, business owners, executives and growing families.

I love Jesus more than anything and following Him dictates the rest of my life, including my financial planning practice. Walking through life with people, growing deep relationships, while navigating the areas of insurance, investments and retirement planning is a joy of mine.

I chose the path of a financial advisor because during the process of having our first child, I realized that I wanted to be incredibly present in my kids' lives. Although coaching football was a blast and I was coaching and loving on other people’s kids, I wanted these times and efforts to be poured into my own family. I realized all this from a saying I heard from a mentor years before, "Everything costs you something." Paying the price of my family for football wasn't a price I was willing to pay. Something had to change. Financial planning has allowed me to continue to love, serve and coach people and walk with them for years to come.

What fulfills me the most in this profession is helping busy business owners and executives put the puzzle pieces together to take steps towards their dreams. Being able to help them protect their business and loved ones while also saving their hard-earned dollars the right way and for the right reasons has a huge impact on their wellbeing, thus the motivation is to see that sigh of relief as they start to see the puzzle come together over the months, days and years of meetings.

My Why

My aspiration as a financial advisor is to build a practice that serves people consistently well and is a foundation for their lives on this side of heaven, knowing our work and our money can impact people lives and families long after we are gone, aiming to have clients rest assured in our plan, while trusting our plan to the Lord and His direction. Knowing we have done what is necessary to protect and prosper their loved ones.

Ultimately, my 'why' is about providing and protecting for my family and community while utilizing the gifts and talents God has given me to love and serve others, and this drives every interaction and decision I make in my profession.

The Gathering

Build Community Here. We will be marked by humility, a spiritual hunger for God and obedience to God's Word.

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The Chapel at Tate Farms

Here are my areas of expertise

Retirement Planning & Income Strategies

Education Planning & Funding

Tax-Efficient Strategies

Charitable Planning

Business Planning & Succession

Disability Planning for Physicians & Dentists

Advisory Services

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.

Downtown Milwaukee, WI Skyline