Texan, Father and Husband

I'm very proud to be a native Texan and graduate of Clear Creek High School and Sam Houston State University (Eat 'Em Up Kats!) Being a husband and a father has positively impacted me more than anything else in my life. From coaching my kiddos in various sports, to supporting them through a multitude of school activities, my wife and I have been extremely blessed to be able to cheer them on as they've competed and showcased their talents. The calendar of activities is always packed but worth every minute. 

One of my greatest professional achievements was convincing my wife Maureen to leave her career in accounting to join my firm. Since joining me in 2017 she has made substantial impact in the lives of my clients. Our hope and daily focus is that anyone who choses to work with us feels like they are part of our family. As we continue to grow our firm our commitment will always be to provide a robust planning experience that is personalized to each individual client's goals and needs. 

Years of Experience

Representing Northwestern Mutual since 2005.

Education

Sam Houston State University - BBA

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)

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Advisory Services

Retirement Planning & Income Strategies

Investment Planning & Strategies

Business Planning

Life Insurance Strategies

Education Planning & Funding

Estate Planning

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.

Downtown Milwaukee, WI Skyline