About me
I am Ashley's husband, a dog-dad, and an avid Pittsburgh sports fan. I enjoy running outside in our neighborhood with my wife after a day of work & golfing on the weekends when the Ohio weather is favorable.
My passion as a Financial Advisor started back in 2016 as a former intern for Northwestern Mutual. Transitioning into the full-time career in 2017, my team and I have been able to help and serve over 400+ individuals & families across the country with their financial planning.
I have much faith that every family deserves a personalized financial plan that provides a road map for their future, no matter the stage of life or financial position.
My goal is to bring years of training & expertise to the service of clients, family & friends.
Equipped with a decade of experience in the financial industry, I understand there’s a need for a strong, collaborative & intentional Advisor relationship with individuals and their finances. I value communication as one of my strongest bonds. I communicate & plan on a level that is helpful for individual's, married couple's and business owners to understand.
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.
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.
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.
