About me
A Michigan transplant to Orange County that specializes in helping families, business owners, and professionals in all life stages & business cycles. My wife and I reside in RMV with our three children and mini-Aussie. We serve as strategic partners and trusted confidants to mitigate risk, provide tax strategies, and wealth accumulation through our comprehensive planning process.
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.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help efforts to end Alzheimer's - and all other dementia. Additionally, search for better childhood cancer treatments while supporting families undergoing treatment, and helping survivors from late effects. Here are some of the organizations we partner with:
Alzheimer's Association
The Alzheimer's Association leads the way to end Alzheimer's and all other dementia — by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
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.
