About me

Our family-run, family-oriented practice backed by over 30 years in the business is deeply personal to me as a father of three and now a grandfather. When you partner with us, you can expect a supportive, judgement free, and pressure free environment with a clear and straightforward discussions. My team, which includes my sister and eldest son, are committed to delivering the best experience possible, focusing on your needs and goals.

Lending a hand in my community.

As part of Northwestern Mutual, we are dedicated to advancing the search for improved treatments for childhood cancer, providing support to affected families, and assisting survivors. Additionally, our team places a high priority on supporting our nation's veterans for all they have given to us. Here are some of the organizations with which we partner:

DAV: Disabled American Veterans

There are nearly 20 million veterans in the U.S. Each one has been affected by their service. DAV helps veterans of every generation address their challenges and achieve personal victories, great and small, to better thrive in civilian life.

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DAV

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.

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Alex's Lemonade Stand logo

K9s For Warriors

Determined to end veteran suicide, K9s For Warriors provides highly-trained Service Dogs to military veterans suffering from PTSD, traumatic brain injury and/or military sexual trauma. With the majority of dogs coming from high-kill rescue shelters, this innovative program allows the K9/Warrior team to build an unwavering bond that facilitates their collective healing and recovery.

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K9s

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.

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Beads of Courage logo

Here are my areas of expertise

Wealth Management

Investment Planning & Strategies

Retirement Planning & Income Strategies

Financial Planning

Tax-Efficient Strategies

Estate Planning

Education Planning & Funding

Life Insurance Strategies

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