About me
My commitment to my community and background form the foundation of my approach to comprehensive financial planning. I enjoy working with families, educators and public service workers, barbers, business owners and affluent individuals. When I am not in the office, you can find me spending time with my daughter or at one of the many fun restaurants located on the Eastside.
I am a lifelong swimmer, drummer, active Ohio State Alumni and tortured Cleveland sports fan. I enjoy supporting my community by serving as a board member for the Euclid Chamber of Commerce and Saints Robert & William Catholic School.
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.
Courtney Jones Care and Cure Foundation
Courtney Jones Care and Cure Foundation provide support to children and their families while receiving treatment for cancer and blood disorders. The Foundation partners with participating Northeast Ohio pediatric oncology/hematology medical professionals to provide gifts, experiences and resources throughout the year to children in treatment for their cancer diagnosis.
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.
