About Me
I was born and raised in Wyoming and I do not plan on leaving. I live here with my wife Colette and my son Oakley. I believe every business should be built on integrity, trust, and doing what you say you are going to do. I help my clients accomplish what they say they want to accomplish, so they can achieve their idea of financial security.
I help my clients become aware of financial tools and capabilities that they are not yet aware of and show them how to use those different tools to accomplish their goals. We all have goals in mind, whether that's planning for retirement, starting a business, wanting to buy a house, starting a family, sending kids to college, or leaving a legacy to grandchildren. By putting a plan in place, our clients realize that their goals are more attainable than they realized. Let's connect and discuss how simple the planning process would be for you.
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.
