Personal
I was born in New Orleans, LA on August 7, 1970 and am only child. My family moved to Tulsa, Oklahoma later that year where I spent most of the next 38 years of my life.
I attended college at Vanderbilt University and earned my Bachelors of Science in 1992. While at Vanderbilt, I was a member and Team Captain of the Vanderbilt University Golf Team and I was a 2 year letterman.
After graduation, I worked as the Assistant Golf professional at the Golf Club of Oklahoma under Tom Jones who was the Director of Golf at the Blessings in Northwest Arkansas.
In 1994, I began my career with Northwestern Mutual which brought my family to Northwest Arkansas. I enjoy golf, fishing, traveling, college sports, and most importantly, spending time with my family. My favorite movie is Caddyshack, and I love eating Mexican food or anything with chocolate and peanut butter in it.
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.
new beginnings bridge housing community
The New Beginnings initiative is a low-barrier bridge housing community for people in need of shelter.
Professional
I graduated from Vanderbilt University in 1992 with a Bachelors of Science. After graduation, I worked as Assistant Golf Professional under Todd Jones at the Golf Club of Oklahoma while trying to make a mark in the career of professional golf.
In November of 1994, I decided that I would instead try to make a mark on the lives of others in my community by starting a career with Northwestern Mutual in Tulsa, Oklahoma. I have just recently celebrated my 20th year with Northwestern Mutual and continue to grow my practice in Fayetteville, Arkansas. I work hard every day to positively impact the people in my community.
Awards and Recognition
- Million Dollar Round Table Qualifying/Life Member 2014-2016, 2018-2020
- 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, 2018
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2000, 2003, 2005-2010
- Award recognizing persistency and performance
Here are my areas of expertise
Wealth Management
Retirement Planning & Income Strategies
Business Planning & Succession
Estate Planning
Investment Planning & Strategies
Tax-Efficient Strategies
Long-Term Care Planning
Insurance Protection Strategies
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.
