Personal

I have been blessed to have been able to take this journey in life with my beautiful wife, Trisha.   We married where we met in Hawaii all the way back in 2006!  Along this journey in life, we have been blessed to have three amazing children. My time in the Navy has taken me coast to coast and across the Pacific multiple times which has given me insight and a perspective into communities across the globe and our country. This same insight and perspective is what allows me to understand the needs and aspirations of people regardless of where they live or where they call home as well as helping them to get to where they want to go.

When not working, most of my time is spending watching some kind of sports or enjoying time with family.  Go Blue!

Professional

For over 21 years, it was my privilege to serve our Country in the United States Navy with the distinct honor of helping countless men and women start their careers that that will affect their families and our Nation for generations. As a financial representative, I am able to continue to work with active duty military, veterans, and the rest our community to build generational wealth as well as help them plan a retirement by their design.  

As a veteran, I am able to take a unique perspective and help others build a financial future not only for them, but for their future families while helping bridge a financial literacy gap that exists through education and genuine conversations.

It is through a genuine conversation and consultation that I am able to understand you and your families goals and aspirations so that me and my team and then build a financial plan for you and your family so that your goals become your reality. The only cost to you and your family is just a little bit of time!

Education

Degree
Six Sigma Black Belt
Bachelors of Science
Masters of Science

Major
Six Sigma
Project Management
Project Management

Institution
Villanova University
Post University
University of Southern California

Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Tax-Efficient Strategies

Life Insurance Strategies

Business Planning

Business Employee & Executive Benefits Planning

Business Planning & Succession

Retirement Planning & Income 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.

Northwestern Mutual buildings and column architecture

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 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.

Alex's Lemonade Stand logo