Personal

I grew up in North Central Wisconsin on a dairy farm and moved to Milwaukee WI to attend college. I began my career with Northwestern Mutual in Milwaukee, WI. I developed a solid foundation for my self and my family that allowed me to my dream of living in a tropical paradise.

In 2012 I relocated to Fort Lauderdale, FL to take advantage the wonderful year round climate that fits my active lifestyle. I'm an avid runner and participate in a marathon every year. I play flag football and serve on the board of directors for the South Florida Flag Football League. In addition, my family is the fore front of my life and we stay active by spending time outdoors enjoying everything South Florida has to offer.

Professional

My background includes several years of experience in accounting with a focus on healthcare:

  • Financial Analyst Humana, Inc 2002-2003
  • Financial Accountant United Healthcare of WI, Inc.2000-2002
  • Controller Star Line Trucking Corporation 1990-1999

Education

  • University of WI - Milwaukee, Political Science (Bachelor of Arts)
  • University of WI - Waukesha, Business Administration (Associate of Science)

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