Personal
With a career spanning over 35 years with Northwestern Mutual, I am proud to carry on our company’s long-standing tradition of helping others pursue their lifelong goals and lasting financial well-being. My drive to advise and guide others to their success began early on, as I learned to quickly seize possibilities through hard work, modeled after the single mother who raised me. From mowing thousands of lawns as a kid, to becoming a nationally ranked tennis player without a lesson, I learned from professionals through the fence and applied this relentless discipline into every aspect of my life.
The ability to pivot and adapt quickly to changing environments has brought me an optimism about my own life and my clients lives, allowing me to see opportunities in challenges. My ultimate purpose is bringing joy to others through strategic and comprehensive guidance in my planning practice.
I currently reside in Altadena with my wife, Beverly, who shares in my affinity for community involvement and philanthropy. We have three successful daughters, Emily, Camille, and Julia, and we enjoy meeting friends and clients at the Jonathan Club, Oakmont Country Club, and the Altadena Country Club for golf and pickleball.
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.
Designations
I currently hold my FINRA Series 6, Series 63, Series 7 and Series 66 securities licenses, as well as life and health insurance licenses. I also hold a CLU® designation.
CLU® – Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.
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.
