About me
I'm a dedicated and passionate financial advisor at Northwestern Mutual SLC, with a background as a college representative that transitioned into a full-time role. I take pride in assisting pilots, business owners and families in achieving financial security and their goals. Recognized as one of the top 10 interns nationwide, I have gained expertise in investment planning, retirement strategies, tax strategies and risk management. My commitment to delivering exceptional service and tailored financial solutions sets me apart.
Outside of my professional life, I prioritize my role as a loving husband, making time to enjoy activities such as golfing, playing basketball, and spending quality time with my family. These pursuits provide me with the necessary balance to approach every aspect of my life with enthusiasm and wholehearted dedication.
As a financial advisor, my goal is to empower others to make informed financial decisions that secure their future. I offer personalized solutions to help build strong investment portfolios, save for retirement, strategize around taxes and provide comprehensive insurance coverage. Let's connect and embark on your financial journey 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.
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.
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.
