My Story
I attended The Ohio State University majoring in Business with a specialization in Finance. Out of high school, I chose the finance route because I was hopeful it would give me opportunities upon graduation for fulltime employment and I was interested in learning about those concepts personally.
However, during my sophomore year of college, my father passed away and this reason very much changed. It was that event that shifted my mentality to wanting to leave an impact on others and never taking a day for granted. I knew that I loved planning and numbers but what I was really passionate about was impacting people’s lives. Oddly enough, I ended up with an internship at Northwestern Mutual where I found my passion for financial planning.
Since then, I continue to make it a commitment for my clients, my team, and myself to grow each year. Whether that is through building great relationships with existing & new clients or growing my knowledge of the industry by continuous education. Today, my mission is to develop enduring relationships with individuals, families, and businesses all over the country. I am driven to have a purposeful impact with all the time that is given to me.
Education
Bryan High School - Honors
The Ohio State University - Finance
Areas Of Expertise
Multigenerational Planning
Investment Planning & Strategies
Life Insurance Strategies
Disability Planning
Business Planning
Retirement Planning & Income Strategies
Estate Planning
Charitable Planning
Community Involvement
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.
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.
