Personal
A lifetime resident of the Tri-State area, I live in Newburgh with my wife Jessica and our 3 children Simone, Tait, and Calvin.
Away from the office I enjoy traveling with my family and friends, relaxing in Northern Michigan, and spending time in various outdoor activities.
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.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Associations and Memberships
- Finseca Member
- Owensboro Estate Planning Counsel
- Southwestern Indiana Insurance and Financial Advisors
- GAMA International
- SWIAFA Youg Advisors Team
Years of Experience
Representing Northwestern Mutual since 2006.
Education
Degree
Bachelor of Science
Chartered Life Underwriter
Major
Bus. Admin / Entrepreneurship
Financial Planning
Institution
University of Southern Indiana
The American College
Here are my areas of expertise
Business Planning & Succession
Business Employee & Executive Benefits Planning
Investment Planning & Strategies
Multigenerational Planning
Life Insurance Strategies
Disability 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.
