Meet the Team

We are a team of both military veterans and veterans of the financial services industry, dedicated to helping business owners and successful professionals navigate the complex world of financial planning, by approaching each financial plan with the end in mind. Planning is a life-long process, and we are committed to working with you every step of the way. We will monitor your plan and meet regularly to update and adjust the plan as circumstances change. Our belief is that only through an ongoing relationship that we can help empower you to realize and achieve financial security.

Network of Specialists

My network of affiliate advisors enables us to collaborate and leverage each other's talents to deliver comprehensive wealth and financial planning solutions while providing expert guidance for a lifetime of financial security.

Photo of Financial Advisor Alex Lerda-Plog

Alex Lerda-Plog

MBA, RICP®

Financial Advisor

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Photo of Financial Advisor Austin Sasser

Austin Sasser

Financial Advisor

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Photo of Financial Advisor Daniel J. Rooney

Daniel J. Rooney

Financial Advisor

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Photo of Financial Advisor Tyrone Dinneen

Tyrone Dinneen

Financial Advisor

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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.

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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.

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Beads of Courage logo

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.

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