About me

After a career spent scaling Fortune 100 divisions, launching VC-backed startups, and growing my own business, I’ve shifted my focus to helping individuals and families do what I’ve done in business: grow, protect, and scale their wealth with purpose.

Now, as a Financial Advisor in partnership with Northwestern Mutual, I bring the same rigor, operational discipline, and results-driven mindset that powered multi-billion-dollar businesses to personal financial planning. My experience spans both public and private companies, and I’ve planned and managed finances for both my own family and the one I grew up in — so I understand firsthand the real-life trade-offs and decisions my clients face. I've been there.

Whether you’re an executive, business owner, or successful professional, I help you make smarter financial decisions that align with your goals, values, and legacy. My approach is rooted in intentional simplicity: building strategies today that unlock options, flexibility, and confidence tomorrow.

Specialties include:

  • Comprehensive Financial Planning
  • Investment & Risk Management
  • Tax-Efficient Strategies
  • Retirement & Estate Planning
  • Business Owner & Exit Planning

Let’s build a financial future that reflects your ambition.

Passionate about helping with anti-hunger programs

Fighting Hunger by Supporting Community Food Banks

Leading the fight to end hunger, in partnership with our community and in service of our neighbors in need.

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