Professional
I started with Northwestern Mutual as a college intern during the summer of 2013, and continued the internship through graduation in 2015. I took a hiatus from Northwestern Mutual, becoming a full-time representative in September of 2016. I became a Growth and Development Director in 2021, becoming responsible for recruiting and developing advisors in our Kennewick and Yakima offices.
Although my practice is based out of Yakima, WA, I serve clients all across the country! My team and I specialize in working with people who are driven, have an open mind, and are looking to establish a long term relationship around a solid financial plan. I work with my clients on tax efficiency, insurance planning, investment planning and wealth preservation to help build a strong financial future.
Education
Bachelor of Arts in Business and Leadership from University of Puget Sound
Personal
My wife, Kendra, and I are avid sports fans. Coming from a long line of tennis players, I broke the mold and stuck with baseball throughout my college career. Since graduating, I have taken up golf, and gone back to being an aspiring open gym MVP on the basketball court. If Kendra and I aren't watching a sports game or at home, you can usually find us attending church here in the Yakima Valley, hanging out with our Young Life students and serving in our community.
My wife Kendra, formerly Staymates, is also a Yakima area native, having been raised in Yakima. Kendra received her degree in Dietetics from Central Washington University after starting her academic career at Corban College. Kendra received a Masters degree in Counseling from Liberty University and is currently a licensed mental health counselor in Yakima. She was a standout basketball and volleyball player in high school and played both in college as well.
Although I grew up never having a pet, Kendra and I now have a Bernese Mountain Dog Rory, named after my wife's favorite golfer! He is currently in training to become a certified therapy dog. Even though he is my wife's only employee in her counseling practice, he may make some appearances in my office!
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.
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.
