Personal

I am originally from the Midwest and have been living in Arizona since 1978. My wife Lisa and I have been married since 1987 and have three adult children. My oldest, Jenna joined my team in 2011. 

During my free time, I enjoy Arizona State University Football, Go Devils! I also enjoy traveling and spending time with my family. 

I got my degree in Finance from Arizona State University. I started my planning practice with Northwestern Mutual in June of 1988. My designations from the American College are CLU® and ChFC®.

Professional

My first priority is to make sure all of my clients have a plan in place. I want to understand your Why? One of my biggest focuses during the planning process is making sure my clients have income protection in place. I've seen how a disability, even a temporary one, can disrupt a family. I'm proud to work with a company that has the financial strength and longevity to take care of my clients during some of the most life changing moments. 

Years of Experience

Representing Northwestern Mutual since 1988

Education

Bachelor of Science in Business from Arizona State University

Awards and Recognition

  • Million Dollar Round Table Life Member 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
  • Million Dollar Round Table Qualifying Member 2002-2010
  • Million Dollar Round Table Qualifying/Life Member 2011, 2013-2014
  • 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 1995-1996, 2000-2010
    • Award recognizing persistency and performance
  • National Sales Achievement Award 2002, 2004-2006
    • Award recognizing performance

Here are my areas of expertise

Financial Planning

Business Planning & Succession

Advisory Services

Retirement Planning & Income Strategies

Long-Term Care Planning

Disability Planning

Life Insurance Strategies

Education Planning & Funding

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