Professional
In golf as in life, it is the follow-through that makes the difference.
-Anonymous
The value of consistency, hard work and fun are what drives me personally and professionally. But at the core of what is important to me is my family.
I grew up in a blended family in Chicago’s northwest suburb, Elk Grove Village. In high school, I was a dedicated athlete and conditioned to work hard on the swim, water polo and baseball teams.
I caddied at River Forest Country Club and was recognized by the Western Golf Association as an Evans Scholar (wgaesf.org/a-life-changing-opportunity). A caddie must represent a great work ethic and record, excellent academics and extraordinary character to be eligible for this scholarship. I attended Northern Illinois University, where I obtained my Bachelor's and Master’s in Accountancy Science.
As with many business opportunities, it was on the golf course that I learned about the career of a financial advisor. I caddied for Chad McQuade, Northwestern Mutual’s Managing Director of the Oak Brook district office. I was a graduate student at the time and he gave me advice on how I could make a difference in people’s lives beyond creating spreadsheets and completing tax forms.
Upon graduation, I joined Northwestern Mutual’s career development program where an incredible leadership team mentored me as I built a financial planning practice working with young professionals in the accounting and finance industries and former Evans Scholars.
I continued to develop my knowledge of finance and investments and obtained the FINRA series 6 and 63 securities licenses to become a Financial Advisor. As my practice has grown, I have been recognized for excellence in client service and embracing industry ethical standards.
Leadership and Achievements
- Million Dollar Round Table
- The standard of excellence in financial services
MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business
- The standard of excellence in financial services
- Qualifying Member 2018-2021
Northwestern Mutual Company Honors and Awards
Recognizing the company's industry-leading field force
- Growth Development Director | 2022
- Life Impact Award | 2014, 2016, 2018-2022
- Lives Leader Summit Award | 2019, 2020, 2022
- 1872 Leadership Development Program | 2018, 2019
- Emerging Leaders Program | 2020
- College Awards Power of 10 | 2013
When I am not in the office, you can find me volunteering and participating in the Western Golf Association Evans Scholar Foundation fundraising golf tournaments, mentoring Evans Scholars or on the golf course.
I’m also an active supporter of Northwestern Mutual-Chicago’s Childhood Cancer program. As a firm, we help fundraiser for Alex’s Lemonade Stand Foundation and volunteer at the Ronald McDonald House of Chicagoland and Northwest Indiana.
I enjoy spending time with my large family, swimming and golfing with friends. I recently married my wife, Beth, and we spent our honeymoon exploring the beautiful country of Greece. We look forward to starting our own family in the near future.
I am always open to meeting new people.
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.
