About me

I was born and raised in Flower Mound, TX, just outside of Dallas.  I graduated from Baylor with a BBA in Finance and Entrepreneurship. I am an alumnus of Pi Kappa Phi, the fraternity that founded the philanthropic initiative, the Ability Experience. When I'm not in office you'll find me connecting with friends or watching the greatest football team in America (the Dallas Cowboys). I love to travel and adventure as much as I can. 

I began my financial planning practice as an intern in the Dallas office. I found success though this opportunity and was formally recognized as a top performer in the country. This experience and being raised by a father who spent 30+ years in the financial services and banking industries led me to pursue this career. My genuine passion for helping other and thirst for exploration in the financial universe fuel my passion for planning. 

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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