Professional

I strive to help my clients achieve the life they want to live by providing intentional and integrated financial plans. As a trusted partner and resource, I guide them to make smart decisions with their money. My team and I prioritize continuing education to establish ourselves as thought leaders in the industry to best serve.

I began my career with Northwestern Mutual as a college financial representative in 2001 while studying finance at Northern Iowa University. I knew early on that I wanted to pursue a career in financial services. After joining the firm full-time, I decided I wanted to extend my impact beyond serving my clients and pursued a role on our firm’s leadership team as Managing Director of the Chicago location. I am fortunate to be able to manage my personal practice and an office full of talented advisors.

To date, I have helped over 1500+ people secure their financial futures. 

Continuing Education

The Chartered Life Underwriter® (CLU®) is a financial professional designation that provides advisors with extensive knowledge of life insurance that exceeds basic life insurance underwriting requirements.

Achievements

2021 OARS, Outstanding Achievement in Recruiting & Sales, Award recipient. This award recognizes Managing Directors for exceptional performance in terms of balancing both management and personal production.

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

About Me

My wife, Shea, and I reside in Park Ridge, IL with our children, Reece, Claire, and Lauren. We are members of Ridgemoor Country Club on the northwest side of Chicago. Our family is dedicated to giving back to the community. We are involved in many charitable organizations including Alex’s Lemonade Stand Foundation, Ronald McDonald House Charities, Feed My Starving Children, and Bear Necessities. Outside of the office I enjoy traveling, golfing, and boating.

Financial advisor and family

Community Impact

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.

Visit partner website

Alex's Lemonade Stand logo

Ronald McDonald House Charities

Our three Ronald McDonald Family Rooms located at Edward Hospital in Naperville, the Ann & Robert H. Lurie Children’s Hospital in Chicago and at Comer Children’s Hospital at the University of Chicago Medicine. These Family Rooms provide a haven of respite and hospitality for families whose children and newborns are receiving treatment. Located within the pediatric unit and featuring private sleep rooms with showers, a kitchenette, TV and sitting areas, the space provides a home-like atmosphere, allowing families a moment to rest and rejuvenate.

Ronald McDonald House Charities

Feed My Starving Children

Feed My Starving Children® is a non-profit Christian organization committed to feeding God’s children hungry in body and spirit. The approach is simple: children and adults hand-pack meals specifically formulated for malnourished children which are then shipped to our distribution partners. FMSC meals have reached nearly 70 countries around the world in our history.

Feed My Starving Children

Bear Necessities

Bear Necessities is a national organization dedicated to eliminating pediatric cancer and providing hope and support to those who are touched by it.

Bear Necessities

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.

Downtown Milwaukee, WI Skyline