Personal

I was born in Austin, Texas and spent my childhood in Dallas, as well as Little Rock, Arkansas, with my parents and four siblings. Growing up I was an active participant in The Boy Scouts of America and I loved playing basketball.

After graduating high school, I attended Brigham Young University. When I turned nineteen I dedicated two years of my life to serving the people of Italy as a missionary. It was a great honor to volunteer my time helping others to learn more about Christ.

I returned to BYU after completing my mission call and graduated with a Bachelor of Science degree. I then went on to earn a Master's degree in Business Administration from Louisiana State University. I joined Northwestern Mutual in 1986 and have spent the last 31 years devoting my life to helping people protect their families and lifestyle.

Currently, I live in Gilbert, Arizona with Paula, my wife of nearly 18 years. Paula and I were married on Saint Patrick's Day in 2000; we thought we'd try "The Luck of the Irish!" Together Paula and I have five adult children; Jennifer, Niko, Mitchell, Tricia and Lukas. We also have five wonderful grandchildren, with one more on the way. Being a Grandfather has been one of the greatest joys of my life!

In my free time, I enjoy spending time with my family, serving in my church and watching the Dallas Cowboys and the Phoenix Suns. Having meaningful conversations and building relationships with people brings me great satisfaction, and I would be thrilled to get to know you better. Please feel welcome to reach out to me with any questions about your financial worries.

Professional

I am a multi-year qualifier of the Million Dollar Round Table. Million Dollar Round Table (MDRT) is the premier association of financial professionals.

Years of Experience

Representing Northwestern Mutual since 1986

Education

  • Bachelor of Science in Marketing from Brigham Young University
  • Master of Business Admin. from Louisiana State University

Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2001, 2004-2008, 2010-2012
    • 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/Life Member 2013-2014, 2016

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

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.

Visit partner website

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.

Visit partner website

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.

Downtown Milwaukee, WI Skyline