Personal
Quinn and I along with our daughter Delia, son Pearce, and daughter Josephine have been enjoying life in the Coulee Region. We currently reside in Sparta, WI and I work out of our Northwestern Mutual office in Onalaska, WI.
Quinn and I are involved in our children's school as well as our church at St. John's in Sparta. Quinn coaches soccer through the Sparta Parks and Recreation Department and I help assistant coach the Sparta Youth Wrestling Program.
We enjoy the outdoors from our son who loves to fish and hunt, to jumping in the spring fed pond that feed two different cabins we are blessed to enjoy that are only 15 minutes from our home.
Professional
I enjoy my work. My time is spent providing analysis and advice to those that want to be at a point to choose how they spend their time. Business owners and complex planning topics as well as executive benefits are a major focus for my team. This is coupled with designing a personal road map for those individuals.
Awards and Recognition
- National Quality Award 2010
- Award recognizing persistency and performance
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.
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
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.
