About me
Imagine having a financial partner who not only simplifies the complexities of financial protection strategies but also cares deeply about your personal goals and aspirations. Someone who believes in living in the moment while meticulously preparing for a secure future.
I am committed to helping you get closer to your dreams by helping you organize and align your financial interests with what truly drives you. By simplifying complex financial concepts, I make the process approachable and stress-free. I specialize in ensuring that all your financial assets are managed cohesively. Together, we will build a prosperous future by setting things in motion and aligning your financial goals with your personal values.
My previous careers in mortgages and accounting have given me valuable experience and priceless insight into those industries that I can share with my clients and utilize in our building process. They also highlighted my desire to help people without the constraints of hourly billing or impersonal service.
Now, as part of Northwestern Mutual, I am thrilled to offer my clients the best of both worlds: the backing of a reputable company and the personal touch of a dedicated individual. I strive to be the go-to person for financial advice, simplifying the process and making financial decision-making understandable for everyone.
On a personal note, I am happily married to my high school sweetheart. We have five sons, ranging in age from 3 to 19. In my spare time I enjoy being outside, playing games with my family and cheering on my sons in their activities. I am also a huge Ohio State and Cleveland sports fan.
If you're looking for a financial partner who is easy-going, honest, and committed to building a prosperous future with you, let's connect! Book a call with me today, and let's start building the financial strategy that aligns with your goals and brings you peace of mind.
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.
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.
