Professional
Milt's career started in Harrisburg, PA in 2008 as part of the Northwestern Mutual college internship program. In 2014, Milt & his wife, Amy, followed an opportunity for growth in both of their careers and moved to Orange County. Today, Milt is a Financial Advisor in Irvine, CA with a national practice, serving clients across the U.S.
Milt helps clients chart a course to achieve their financial goals, protect what they love & value, and strike a balance between planning for the future and living life today. He also gives back through his role as a Growth & Development Director, helping new members of his firm grow as advisors and leaders. In his role, Milt is often asked what differentiates Northwestern Mutual from the rest of the financial planning industry. His answer:
"While most of the industry is focused on a product-led approach, Northwestern Mutual is committed to serving clients through a comprehensive, plan-focused approach designed around clients' needs and goals. When you combine this approach with NM's commitment to the growth & support of their advisors and unmatched track record of financial strength, the answer becomes pretty clear."
Milt resides in Dove Canyon, CA with his wife, Amy, and their 2 children, Harper and Easton. Outside of work, Milt enjoys spending time with family, golfing, playing basketball, traveling, and staying active outdoors.
Education
B.S. in Business Administration - General Management from Shippensburg University of Pennsylvania
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
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.
