About me

Growing up in Flint, Michigan, I learned the value of resilience, determination, and community. These qualities have shaped both my personal journey and the way I approach financial planning.


Education has always been a cornerstone of my life. I earned my Bachelor’s degree in Finance and an MBA from the University of Michigan, where I developed a strong foundation in financial strategy and decision-making. Armed with this knowledge, I am passionate about helping individuals and families achieve financial stability and success.


Before dedicating my career to financial planning, I spent years as a professional golf caddy on the Korn Ferry and PGA Tour. The experience taught me the importance of precision, strategy, and adapting to the unexpected skills that directly translate to navigating the financial world.


Outside of my professional life, I have cultivated diverse passions. I am classically trained in piano, a discipline that has instilled in me a deep appreciation for structure and creativity. Additionally, I hold a black belt in karate, a testament to my commitment to focus, discipline, and perseverance.


My unique background allows me to approach financial planning with a fresh perspective, combining analytical expertise with a personal, client-centered approach. Whether you’re planning for retirement, saving for your children’s education, or building wealth, my goal is to provide guidance tailored to your unique circumstances.


Let’s work together to create a financial plan that empowers you to live the life you envision. I look forward to being a part of your journey!

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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