Personal

I live near Cooperstown, New York together with my wife of 35 years, Michelle. We have two children, Daniel and Emily, who are both currently building their own careers. During our time away from work, Michelle and I give back to our community in various volunteer roles. We are both avid readers and enjoy traveling and outdoor pursuits such as boating, hiking, golf, hunting and fishing.

Professional

My career at Northwestern Mutual began in 1981, as a member of our highly respected college intern program. Since November of 1999 I have operated my practice as a Financial Advisor.

I hold designations as a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®) and Retirement Income Certified Professional (RICP®) from the American College of Financial Services.  

I have also served as a Facilitator for training and client builder groups for the Greater NY Group of Northwestern Mutual. 

Years of Experience

Representing Northwestern Mutual since 1999.

Education

  • State University of NY - Buffalo - Business Administration (Master of Business Administration)
  • Siena College - Political Science (Bachelor of Science) 

Awards and Recognition 

  • Million Dollar Round Table Qualifying Member (2004, 2008, 2012)
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • National Association of Insurance and Financial Advisors Quality Award (2011-2015)
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award (2002-2010)
    • Award recognizing persistency and performance
  • National Sales Achievement Award (2004-2005)
    • Award recognizing performance

Lending a hand in my community.

Working with and for others in our community has always been part of my life.  I am actively involved and past-President of the Lions Club of Cooperstown, whose motto is 'We Serve'. I serve as the chair of the finance committee for St. Joseph the Worker Parish and as a 3rd Degree Knight of Columbus, Council 1805, bringing our presence, support and help to those in need while promoting patriotism and fraternity among our neighbors.  I have greatly enjoyed my involvement with children, as a coach for Cooperstown Youth Baseball and Youth Football.

As part of the Northwestern Mutual team, 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

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.

Downtown Milwaukee, WI Skyline