My Perspective
Let's Set Expectations
You, your family and your business can rely upon us. If we decide to work together, it will be because we will develop a relationship based on shared values and trust.
We will use your current financial documents, estate documents including wills and trusts, to prepare a plan with actionable recommendations and the appropriate timeline for you to take action.
As a college graduate in 1985, I chose to make my career with Northwestern Mutual. For over 35 years, I have worked to earn a reputation for providing skilled and practical guidance on issues of both risk and investment management. Clients ranging from corporate executives and professionals to owners of closely-held businesses, all require expert assistance. I add depth to your team of trusted advisors on matters such as:
- Business and Estate Needs Analysis
- Retirement Solutions
- Wealth Management
- 401(k) Simple Plans - IRAs
- Long Term Care Solutions
- Disability Income
- Guaranteed Income Streams
- Creating Comprehensive Financial Plans.
My longevity with Northwestern Mutual is attributable to my passion and entrepreneurial spirit. Northwestern Mutual's financial strength ratings are the highest in the industry1 and its solutions are exclusive to their team of professionals. I pride myself on developing long lasting relationships, many of which began over thirty years ago. Simply put, this track record reflects my values of honesty and integrity. We put clients' best interests first and always have.
Years of Experience
Representing Northwestern Mutual since 1985.
Education
American International College - Liberal Education (Bachelor of Arts)
2The independent rating services regularly examine our company, and give us their ratings, based on our financial strength, overall operation and claims-paying ability. Click here for our latest financial strength ratings.
Awards and Recognition
- Million Dollar Round Table Provisional Member (1987)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member (1988-1989, 2006, 2008-2010)
- National Association of Insurance and Financial Advisors Quality Award (2012, 2014-2015)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (1992-1996, 2000-2002, 2006-2010)
- Award recognizing persistency and performance
- National Sales Achievement Award (1987-1992, 1994, 1996-1997)
- Award recognizing performance
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.
- Founding board member of Lea's Foundation for Leukemia Research, Inc. This all-volunteer organization proudly donates 90% of funds raised to research and patient services for Connecticut-based patients and hospitals. Northwestern Mutual Foundation has recognized my work and generously awarded Lea's Foundation valuable resources to continue awarding grants to local hospitals and researchers.
- Member The Society of Financial Services Professionals
- Northwestern Mutual Government Relations Delegate to Washington, DC
- Member of Association of Advanced Life Underwriting (AALU)
- As the youngest president of the Rockville Rotary Club, I served for a total of 13 years.
- Lifetime member of The Hartford Club
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.
