Personal
My wife Kate and I live in Manhattan. We love to travel, spend time with our family and friends, and we love amazing food.
I played collegiate baseball and enjoy keeping up with baseball, basketball and football. In the past I have volunteered my time coaching youth baseball programs. Throughout my time coaching, I helped numerous student athletes obtain scholarships to various institutions.
My wife and I find it to be extremely important to give back to our community. We make sure to donate to causes that we care deeply about, such as the Madison Square Boys & Girls club, Saint Jude's and Wounded Warriors.
Professional
I began my career with Northwestern Mutual in 2009 after graduating from the University of Massachusetts.
I am an MDRT Qualifying member and have focused my practice working with physicians and the emerging affluent.
Currently, I lead a team of six in our financial district office and split my time developing my team and my personal practice.
Education
University of Massachusetts - Bachelor of Liberal Arts (Political Science)
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.
