Professional
After graduation from Cambridge Central School, I attended Johnson & Wales University, earning a bachelor’s degree in Business Administration and Management. I later pursued licensing and certifications including my SIE, Series 6 and 63.
I was introduced to Northwestern Mutual through my parents, who have been working with a Northwestern Mutual Advisor for many years. It allowed me to see first-hand the incredible impact that this career can have.
In addition to running my own practice, I take pride in growing others. I serve as College Unit Director (CUD), helping to develop and coach our students in our award-winning internship program at Northwestern Mutual.
Personal
Whether it's a casual weekend together or a special holiday celebration, family moments are the cornerstone of my life. In addition to cherishing family time, I am passionate about the great outdoors and enjoy activities such as golf, skiing, and hunting. I continually seek adventure, challenge, and the opportunity to create lasting memories with loved ones.
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.
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.
