Professional

I have spent the last 25 years of my career working in the financial services industry here on Cape Cod. My affiliation with Northwestern Mutual has allowed me to align my desires to build meaningful client relationships, one individual at a time, with a company that supports and promotes the same core beliefs I hold. Prior to my career in financial services, I served as the Manager for Eastern Mountain Sports ("EMS") in Hyannis, MA. It was while at EMS that I developed my love of the outdoors.

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and have attained the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Charterd Advisor to Senior Living (CASL®) designations from The American College.


Associations and Memberships

  • Member of The Million Dollar Round Table
  • Member of National Association of Insurance and Financial Advisors


Years of Experience

Representing Northwestern Mutual since 1999.

 

Education

Rhode Island College - Social Sciences (Bachelor of Science)


Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2006-2012
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  •  National Association of Insurance and Financial Advisors Quality Award 2011-2015
    • Award recognizing commitment to excellence in service to clients and industry
  •  National Quality Award 2002-2003, 2005-2010
    • Award recognizing persistency and performance
  •  National Sales Achievement Award 2007, 2009
    • Award recognizing performance

Personal

A current resident of Marstons Mills, MA, I live with my wife Robyn, our two sons, Cullan and Braden, our daughter, Ashlyn and Brodie, our Mini Golden Doodle. Our family calendar is always full with school activities, sports and time with family

My favorite thing to do with my free time is be outdoors.  I am a passionate landscape photographer and weekends often find me chasing beautiful sunrises and sunsets all over New England.  I love to mountain bike, hike and ski.  My local riding spot is The West Barnstable Conservation Area in the Mid-Cape area.  If you enjoy landscape photos I often post my most recent images on Instagram.  Feel free to follow me at mwqphotography on Instagram.

Here are my areas of expertise

Retirement Planning & Income Strategies

Investment Planning & Strategies

Advisory Services

Financial Planning

Life Insurance Strategies

Disability 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.

Downtown Milwaukee, WI Skyline