My Mission and Planning Philosophy

 

Jesse, his wife Melissa, and their sons

In today's fast-paced world, the importance of securing your family's financial future cannot be overstated. As a dedicated father of four and seasoned business owner, I understand the complexities and time constraints that come with balancing personal and professional responsibilities.  

My mission is to work alongside individuals like you who aspire to protect and build wealth for their families. Together, we can create tailored strategies designed to grow and preserve the legacy you envision for your loved ones. Allow my team and me to support you on this journey — helping ensure that your hard work translates into lasting security for generations to come. Your goals are within reach, but it takes a partnership built on trust, expertise, and commitment.  

With over 25 years of experience in the financial services industry, I have dedicated my career to serving my clients and developing advisors. My approach extends beyond money management; I offer comprehensive planning with a wide array of investment strategies and risk management solutions tailored to meet the unique needs of each client. I believe that strong personal relationships are key to understanding our clients' goals, which allows us to provide customized solutions for wealth accumulation and protection.    

Let's take this important step together toward securing a brighter financial future for those you cherish most. 

2024 District Highlights

District Photo Collage

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4