About me
Ever since I was a teenager, I have been fascinated with financial markets and financial independence. I buried myself in books about value investing, the psychology of money, economics and the history of financial markets. After a few years of classes at the University of North Texas, I found myself leading a team of student analysts in evaluating a portfolio of value stocks that was gifted to the Student Investment Group years before. I received a Bachelor's degree in Finance a few years later and have continued to educate everyone that will listen about financial markets and investing.
I have always been the person in my family that everyone asks for ideas when it comes to their finances and investments. A financial career was a natural fit for me from the beginning of my working life. I am on a mission to help people understand that financial security is accessible to anyone that can maintain the discipline and hard work to achieve it. I have dedicated my working years to teaching and simplifying the process for everyone gracious enough to listen and want to be helped.
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.
