Personal

My wonderful wife of over 30 years, Laura, and I moved to Bradenton, FL in 2023 in search of warm weather and sunshine. I often split my time between Florida and Illinois to meet with clients who have since become great life long friends. I have three amazing children, Ryan, Nicholas, and Emma, along with two playful dogs. I enjoy spending time experiencing new restaurants, traveling, boating, fishing and golfing along with spending time with friends and family.

I am passionate about serving my clients and investing in their futures. The longer I live, the more I grow to appreciate balance in life through mind, body & spirit. I strive to help people in or approaching retirement, along with younger professionals planning for their futures, to help them understand how to attain financial peace of mind. I strongly value Authenticity, Growth, Humor, Peace, Optimism, Service, Trustworthiness, living by my motto, “People don’t care how much you know until they know how much you care".

Professional

I joined Northwestern Mutual in 1993 as a Financial Advisor, specializing in Financial Planning, Retirement Planning, Education Planning and Investment Strategy. I have a Bachelor of Science in Business from Southern Illinois University - Carbondale.

Some of my greatest accomplishments are my service to the U.S. Air Force of 4 years, 10 months & 17 days; my commitment to lifelong learning earning a number of professional designations in my field; and most importantly, my marriage of 32 years raising three amazing children together.

I work with a wide variety of clients, ranging from retired folks to new grads starting their adult financial lives. I am proud to say that I've seen some of my client's children grow up, graduate college and become clients of mine and am so excited to help them on their way to financial security.

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

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.

Downtown Milwaukee, WI Skyline