Personal
I live in Glenville with my wife Alainna and our two children, Adeline and James. My wife and I met at Binghamton University and are both big fans of Big Blue, attending New York Giants games each season.
My family enjoys trips to the Jersey shore and to Walt Disney World - especially our son who is a Star Wars enthusiast! We have also traveled to Kentucky and Virginia to fulfill our daughter’s love of horses. During the summer months you can also find us at the Saratoga Race Course.
Professional
I started my practice with Northwestern Mutual in 2002. My father was a Financial Advisor before me, so I grew up knowing the profound affect the services offered through Northwestern Mutual could have on a family or business. I have always had an entrepreneurial drive, coupled with a desire to help others - and my role as a Financial Advisor has allowed me to live out those values and passions.
Education
B.A. Economics, SUNY Binghamton
MBA, The College of Saint Rose
Licenses
Financial Industry Regulatory Authority, License Series 63
Financial Industry Regulatory Authority, License Series 6
Awards and Recognition
Million Dollar Round Table - Qualifying Member 2007-2015
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.
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.
Binghamton University Wrestling
As a former wrestler at Binghamton University, I continue my support of the program both financially and through involvement at alumni events. I recognize the personal impact wrestling has had on my life, and maintain close friendships with many of my former teammates to this day.
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.
