About me
First and foremost, I am a husband and a new parent. My family is what inspires me to be the best man that I can be, and is the reason that I am driven to help people plan, protect, and grow their financial lives. Anyone that knows me is aware that I was born and raised in England. I moved to the United States when I was almost 9 years old. I completed my early education in the Bay Area where I also developed and honed my love for swimming and soccer. I progressed my education at UCSD, where I earned my Bachelors Degree in General Biology as well as swimming on the UCSD Swim and Dive team. I am a forever athlete, and truly believe that my athletic background gives me the foundation of perseverance, balance, planning, teamwork, and dedication. This foundation allows me to connect with my clients and insure that the service I provide is unparalleled.
As you may have guessed, I am a fitness fanatic. I love being active outside and moving my body. I love hiking, biking, running, swimming, lifting, skating, walking, and more! If there is a way for me to workout outdoors and with my family, I am a happy man!
I am here because I believe in the importance of financial literacy and competence to create financial freedom. Grew up with a mother who had some work experience working in a bank. She instilled in me at a young age the importance of saving a portion of everything that you make. She had me set up
I chose Northwestern Mutual because the company values and approach match my own values and tenancy toward teaching.
My purpose is to shorten the runway for people create the future they envision.
I am unique/special because my experience with businesses, life progression, and sports allows me to connect with people and speak directly to situations that people may be in. This will allow me to better understand my clients.
My core values are integrity, tenacity, professionalism, dedication, and trust.
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.
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.
