Professional
Prior to my time at Northwestern Mutual, I spent 12 years teaching at Lannon Elementary in the Sussex Hamilton School District. During my time at Lannon, I coached 17 seasons of High School Baseball and 12 seasons of High School Football. I received an opportunity to work for Under Armour with a company called Kollege Town Sports selling apparel to local high schools and businesses. Both of these experiences helped prepare and lead me to my ultimate calling of helping families plan for and protect their future dreams.
When the opportunity at Northwestern Mutual came calling, I was excited to utilize my natural abilities to educate, as well as draw from my experience at providing excellent client service to serve people and families in all capacities.
As a husband and a father to a young family myself, I primarily focus on working with people in that same life phase, as I can relate to many of the goals, struggles, and hopes they face. I relish the opportunity to work with families to provide an experience that will give them future success and most importantly, peace of mind in knowing their family can be provided for. Along with young families, my team and I work closely with individuals nearing the "Critical 10" which are the 5 years before and after retirement.
As your financial advisor, I will provide you with expert guidance, as well as honest and challenging dialogue to bring about the best in you and your plan. I will work to educate my clients on their situations and provide thoughtful solutions that fit their needs, budgets, and lifestyles.
Education
Carroll College (Bachelor of Science)
Personal
I am married to my beautiful wife Laura of almost 13 years. We have two amazing boys, Sam (9) and Ben (7) who bring us endless joy. I grew up in Sussex, WI and moved back with my wife in 2012 to raise our own family. We had previously lived in Waukesha before moving back home.
Get to know me
- Favorite book? “Talking to Strangers” by Malcolm Gladwell
- Why I became an advisor? I had a few people close to me suffer through some tragedies and decided to look to my own planning. After sitting down with an advisor at NM, I gained a wealth of knowledge about how to reach my goals and take care of my family at the same time and I wanted to have that same impact with the world around me.
- What would I be doing if I weren’t an advisor? I would probably still be teaching in some capacity, but I would love to be a Sports Talk Host to get paid to watch and talk sports.
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.
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.
