Professional
After graduating Santa Clara University and spending 5 years playing professional soccer, I realized I wanted a career where I can build truly meaningful relationships with people. I started my career with Northwestern Mutual as an intern in 1994. Ever since, I have been able to help my clients achieve financial freedom while developing long-lasting relationships.
My goal is to help my clients protect what is important to them by building a solid foundation and helping them grow from there. My staff and I work hard to build a comfortable atmosphere so that our clients feel free to ask questions, call with requests and meet on a regular basis to make sure that their goals are continually revisited and meet the needs of their ever-changing lives.
I have also obtained the designation of Chartered Life Underwriter (CLU), Certified Long Term Care (CLTC), and Chartered Financial Consultant (ChFC).
Education
Santa Clara University - Finance
Licensing & Registrations
- Series 7 & 66
- CA Long Term Care License
- California Life & Health - License #0B31083
Awards and Recognition
- FORUM (2001)
- Platinum Leader - Western (2001)
- Gold Leader - Western (2000)
- Diamond Star Club (2001-2008)
- Emerald Star Club (2000)
- Life Impact (2000-2008)
- Silver Award (1996)
- Bronze Award (1995)
- Pacemaker (2003-2004, 2007-2008)
- Most Valuable Producer (2006-2008)
- GA Growth Award (2004, 2006)
- Achievement Award (2000-2007)
Personal
My wife, Francine, and I are residents of Los Gatos.
My son, Ryan, was born in September of 2007 and my daughter Olivia was born in March of 2012.
I enjoy golfing, fishing, and travelling.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Charitable Planning
Wealth Management
Long-Term Care Planning
Disability Planning
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.
