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.

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Personal

By establishing enduring relationships, I want to partner with my clients to protect, accumulate, preserve, and distribute (i.e. retirement income) their wealth through strategically designed, integrated planning.

When I was 8 years old, my dad died before his 40th birthday.  This experience convicted me of the importance of planning.  Planning, especially, for my wife of 36 years and our four children...those whom the Lord has given me to love, protect, and serve with immeasurable joy. 

As the foremost of sinners, by God's grace alone, I hear the echoes of Eden and find rest only in the promised Redeemer...the Word made flesh...God Incarnate...namely, Jesus Christ, who not only repairs the ruins of my brokenness but makes me a new creation in Him.

 

Years of Experience

Representing Northwestern Mutual since 1993.

Education

The University of Texas (at Austin) - Bachelor of Business Administration 

Areas of Expertise

Financial Planning

Insurance Protection Strategies

Business Employee & Executive Benefits Planning

Investment Planning & Strategies

Advisory Services

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Estate Planning