About me

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

My Mission

Mission and Philosophy

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I believe in a holistic approach to financial planning, where understanding a client's personal and financial goals is crucial to crafting a tailored strategy. My mission is to empower clients with the knowledge and tools they need to make informed decisions, ensuring their financial well-being both now and in the future. I am passionate about leading my clients to serenity and personal sovereignty, providing them with the confidence and independence to achieve their financial aspirations.

Who Am I

My Personal History

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I am a dedicated and experienced Financial Advisor with a unique background that blends military precision and financial acumen. I grew up on Long Beach Island, NJ. My family instilled in me a sense of pride in doing what is right, no matter what. I was raised on respect for others, kindness, looking out of others, and the idea that hard work will pay off in the end. 

I graduated high school in 2000 and went to the Citadel in Charleston, SC. This institution built upon my values my family raised me on. I learned that no matter how hard times got, if I put in the work I could pull through. Teamwork, Honor, and Duty are our pillars that hold us up. 

During my military service, I served as an AH-64D Apache Maintenance Test Pilot, a role that demanded leadership, attention to detail, and strategic thinking—skills that I now leverage to guide my clients toward their financial goals. My disciplined approach and commitment to excellence have earned me a reputation as a trusted advisor who puts his clients’ needs first.

Get to know our team

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Insurance Operations Specialist Amber L Hohner

Amber L Hohner

Insurance Operations Specialist

Photo of Insurance Operations Associate Heather Hohner

Heather Hohner

Insurance Operations Associate

Photo of Investment Specialist Tyler M Josupait

Tyler M Josupait

Investment Specialist

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.

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