Professional

I am proud and excited to be affiliated with Northwestern Mutual for over 40 years. Throughout the years, I have developed expertise in insurance, investments, retirement, and long-term care planning. My team and I are passionate about the work we do for our clients.  

As one of the company's leading Long Term Care Specialists, I am involved in product development with Northwestern’s Home Office and participate in a National Study Group that focuses on Long-Term Care planning. I also train and mentor financial advisors and speak professionally to outside groups and industry leaders.

Designations and Memberships

  • Wealth Management Advisor – Northwestern Mutual
  • Chartered Life Underwriter (CLU®) designation
  • Certified in Long Term Care (CLTC®) designation
  • The Chartered Financial Consultant (ChFC®) designation
  • FINSECA Financial Security for All

Personal

I grew up in River Forest, IL, attended Knox College where I earned a BA degree in Political Science. My wife Cathy and I live in Chicago’s Bucktown neighborhood, the perfect spot for avid Cubs fans! We enjoy and appreciate Chicago’s parks, rich history, cuisine, and culture. Our daughter, Carly, teaches elementary education and lives in Indianapolis with her husband Steven. Our son, Joel, is a Northwestern Mutual Financial Advisor and lives in Los Angeles.

Community Involvement

  • General Trustee of Knox College, Galesburg, IL
  • Past Chair of the Alumni Council of Knox College, Galesburg, IL
  • Congregation of Shalom, Vernon Hills, IL (Past President)
  • Chicago Action for Jews of the Former Soviet Union (Past Board Member)

My areas of expertise

Financial Planning

Life Insurance Strategies

Disability Planning

Long-Term Care Planning

Wealth Management

Education Planning & Funding

Retirement Planning & Income Strategies

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