About me

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

I have been on both sides of planning. I was a client of Northwestern Mutual for 10 years prior to becoming an Advisor. I started my planning journey in college while at UCLA and then continued when I was in the NFL.  After 4 years of bouncing around the league, I decided to make a change and pursued a career in Asset Management.  I worked for a firm based in Los Angeles, overseeing a $500 million portfolio. I continued my progress in planning with my advisor until he thought I should become an advisor myself. 

 

Lending a hand in my community.

From a young age, we were always encouraged to give back.  We have made this a apart of our culture and it is by far the most rewarding act we do.  We have also been so fortunate to be the recipient of the Community Service Award grants from the Northwestern Mutual Foundation 6 times. Our grant recipients have been The Starlight Foundation, Boys Town California, LEAD OC, and UCLA Health Operation Mend. Over the past 15 years we have helped raise over $10 million for various organizations including the ones listed above. 

 

 

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