Personal
For those of you who don't know me, I have been been living in Lodi my whole life. I graduated from Lodi high school in 1996. I graduated from the University of the Pacific in 2000 with a Business degree that majored in Entrepreneurship. I began my career in the insurance and investment world in the fall of 2000. I have spent my entire career with Northwestern Mutual.
I am an active golfer who likes to give back to the junior golf programs in the area. Every year I am the Starter for the Tokay Junior Golf Tournament at Woodbridge GCC. I was a member of the JGANC "Junior Golf Association of Northern California" for 11 years, and it helped shape my life and my career path, so I am happy to give back at any chance I can.
My golf career has been rewarding:
- 1993 Norcal State High School Team Championship
- Two JGANC Tournament of Champions titles
- 1997 Big West Conference team Championship with the UOP Golf team
- Played at the 2012 USGA Mid-Am and made it to match play
I have been a member at Woodbridge since 2005, and I play an active role at the course. I am currently in line to be the Men's Club President, and I am active on the Greens Committee. I am also the reigning club champ and Course record holder.
I have a passion to play golf, but I also have a passion for Financial Planning. I love the challenges that both throw at me, and I enjoy creating the solution that helps bring financial security to my clients. That is truly rewarding.
Professional
We begin the getting to know you proccess with a fact finding meeting. Here we sit down and go over your personal goals for you and your family. They may be whatever is a priority for you at the time. After this factfinding session I am able to understand what you are trying to accomplish. Then I can provide the best needs based solutions for you and your family.
Years of Experience
Representing Northwestern Mutual since 2000.
Education
Bachelor of Science in Finance & Entrepreneurship from the University of the Pacific
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.
