Professional

Education & Designations

  • Master of Science in Financial Planning
  • CERTIFIED FINANCIAL PLANNER
  • Accredited Estate Planner®
  • Chartered Advisor in Philanthropy®
  • Wealth Management Certified Professional®

Registrations

  • Series 6
  • Series 7
  • Series 63
  • Series 66

Licensed in CA, CT, DC, FL, GA, IL, MA, MD, ME, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA

Personal

My father and both of my grandfathers were engineers who instilled in me a deep appreciation for math and science. Growing up I dabbled in cybersecurity, physics, and all forms of engineering - I was on the path to becoming a mechanical engineer until a last-minute change of heart led me to business school instead. I didn't let go of those scientific roots though and still studied physics and computer science as minor degrees. To this day I enjoy following developments in aerospace engineering, energy, and machine learning.

 

On the other side of my family, my mother and grandmother were both professors who taught me to value education above all else. It is thanks to them that I developed a passion for teaching.

 

Which brings me to Northwestern Mutual (NM). Growing up in an immigrant family, money was always a curiosity - there was never enough of it around the house and financial literacy wasn't taught in school. I joined Northwestern Mutual in 2011 and two things happened almost immediately: 1) I went back to my high school to start a course on financial literacy with everything I learned at work, and 2) I knew that this career was my calling.

 

Today I feel lucky. Lucky to have loving parents who made countless sacrifices to give their children the chance for a better future. Lucky to have discovered NM - what I truly believe is the best company in the financial planning industry (I promise they don't pay me to say that). And lucky to meet amazing people every day and hear their stories.

 

I would love to hear yours too.

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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.

Downtown Milwaukee, WI Skyline