How It Started
My parents are from Virginia and New York, but my sister, brother and I were raised in the small town of Mechanicsburg, Pennsylvania.
In my sophomore year of high school, I committed to my first love…the military! I joined the JROTC program and loved wearing the uniform, performing drill, and working out with the raider team. I graduated with the goal of earning a commission in the United States Army as an officer. After 4 years at Virginia Tech, I married my wife Janelle. She and I both met at band camp when were in high school in the marching band. She played the tuba and I was in the drumline, and it was truly nerd love at first sight. After getting married, I earned my commission as a Second Lieutenant, trained in field artillery at Fort Sill, Oklahoma and then moved to my first duty station in Hawaii. I held the positions of fire support officer, platoon leader, battalion intelligence officer, and battalion adjutant. My time in the military taught me valuable lessons about life. The same purpose, direction, and motivation I provided for my Soldiers, today I’ve found applies to leading my clients as well. I chose Northwestern Mutual for an internship, and immediately fell in love with the environment and culture. I always had a passion for finance, and helping people. This is what led me love the work I do as an advisor. I feel strongly about having a lifestyle where I could spend more time with my family while also fulfilling my role as a provider. My father taught me that family always comes first, and I never forget that. I understood how important it was to me to have a career where I could be a force for good, while also offering the flexibility for my family to be a priority. This led me to an unexpected, but amazing solution…for me to join the Northwestern Mutual team.
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.
