About me

My journey into financial planning wasn’t always the path I envisioned for myself, but as I’ve grown, I’ve come to realize that this career aligns perfectly with my mission: to make a real, lasting impact in people’s lives.

Born and raised in a self—employed, blue—collar family, the American Dream has always been my reality; my first job was as a farmhand at the age of 10 years old. This quickly shaped my work ethic and taught me the value of resourcefulness, community, and the importance of managing what you have—lessons I carry with me every day. Learning to navigate circumstances outside of my control taught me the most valuable lesson: Control what you can control.

While I initially set out to become a surgeon, driven by the desire to help people, I soon realized that the medical field wasn't the right fit for me. As I transitioned from healthcare to financial planning, I was drawn to Northwestern Mutual, not only as a client but also as a career opportunity. This shift gave me the fulfillment I had been seeking, allowing me to use the knowledge I had been passed down from a long line of entrepreneurs, my college education and my personal life experiences to help others achieve financial security and peace of mind.

I value altruism, integrity, and continuous self-improvement, and these values shape my approach with clients. I work to ensure that every decision I make is in my clients’ best interest, always with an eye on the long-term impact. For me, financial planning isn’t just about numbers—it’s about helping people build the future they dream of, with peace of mind along the way.

At the end of the day, I want to be known not just as a financial advisor, but as someone who has made a real difference in the lives of others, someone whose legacy lives on through the people and communities I've touched.

"To know even one life has breathed easier because you have lived. This is to have succeeded." - Ralph Waldo Emerson

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