Learn a Little About Me

Hello and welcome! I'm excited to share a bit about myself with you. Growing up as an Army brat, I had the unique experience of living internationally for a period as well as in various places across the U.S. This diverse upbringing cultivated my adaptability and broadened my perspective, qualities I bring to my financial advisory practice every day.

My journey continued to be enriched when I joined the Air Force, serving actively for seven years and then six years in the reserves. The discipline, commitment, and attention to detail I developed during my military service have been invaluable in my career as a financial advisor.

On a personal note, I’ve been happily married for 14 years, and we are proud parents of a 13-year-old son. Together, we navigate the joys and challenges of family life, which deepens my appreciation for financial security and planning for the future.

Fitness is a significant part of my life. I’ve participated in numerous running races and completed a couple of triathlons. My passion for staying active is supported by my memberships in the Palm Beach Roadrunners and the Inlet Tri Club. This dedication to fitness not only keeps me healthy but also instills a sense of perseverance and determination that I apply to every aspect of my work.

Combining my extensive personal and professional experiences, I offer a personalized and empathetic approach to financial planning. I understand the importance of creating a secure and prosperous financial future and am committed to helping you achieve your goals with integrity and expertise.

I look forward to working with you and building a path towards financial success together.

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

Here are my areas of expertise

With a foundation in comprehensive and integrated planning strategies, I've further honed my expertise by earning the RICP® and WMCP® designations.

As a Retirement Income Certified Professional (RICP®), I specialize in creating effective retirement income plans to help you maintain your desired lifestyle. My services include identifying retirement income needs, evaluating your current situation, determining optimal retirement age, selecting appropriate annuities, applying the latest strategies for long-lasting assets, and funding long-term care needs.

As a Wealth Management Certified Professional (WMCP®), I bring advanced wealth management skills tailored to high-net-worth individuals. I apply modern investment theory, enhance client relationships, develop goal-based strategies, manage financial risks, and help optimize taxes to meet your financial goals.

Looking forward to partnering with you to tackle your life's goals!

Financial Planning

Tax-Efficient Strategies

Investment Planning & Strategies

Life Insurance Strategies

Disability Planning for Physicians & Dentists

Retirement Planning & Income Strategies

Education Planning & Funding

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.

Downtown Milwaukee, WI Skyline