Mission Statement
My mission is to help individuals achieve their most important financial goals. We achieve these goals by learning about our clients and what is most important to them. The solutions we provide through our world-class insurance and investments products are custom to every client's exact needs.
About me
My wife and I have been married for about 5 years and we have a young family. We live in Sherman Oaks, a suburb located in Los Angeles' San Fernando Valley. We enjoy spending time with our friends and loved ones. My wife, whom is a native "Angeleno" has her mother, her four siblings and three nieces all nearby. During the holidays, we spend time volunteering at a soup kitchen in Newport Beach, a tradition I started back when I first moved to Southern California in 2012.
I am proud to work in a business where I impact the lives of my clients so significantly. As a business owner, the great resources of Northwestern Mutual enables me to go out into the marketplace with freedom, flexibility, confidence and credibility.
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.
