Financial Advisor | I Help Professionals and Families with Comprehensive Financial Planning Strategies
I have previously worked as a Project Manager in the field of Commercial and Industrial Construction. Having experience in this field has allowed me to help clients of all sorts but especially individuals in the trades, architecture/engineering and small business owners. Having a deep understanding of the world in which these professionals work, my team and I are able to effectively create dynamic planning that will set clients up for success.
"I believe everyone, no matter their demographic or socioeconomic status deserves a quality and comprehensive financial plan designed to meet their vision and life goals. I want to help as many individuals as possible gain peace of mind and a sense of security when it comes to their finances and planning for retirement."
Community Involvement
Building Industry Association of NKY Membership Council
As my team continues to support professionals in the construction space, we are also building into the next generation, working closely with the Building Industry Association of Northern Kentucky and the Enzweiler Building Institute. The work we do helps young professionals navigate their journey of learning their trade as well as connecting with great companies in the area, all while teaching them the financial skills they need to be successful.
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.
