Professional
I have a strong background in psychology, having graduated from SUNY New Paltz. I leverage my psychological knowledge and skills to understand my clients' needs, motivations, and behaviors, and to deliver constructive feedback and recommendations. I also use my communication and social awareness skills to build rapport and trust with my clients and colleagues, and to collaborate effectively within a team. I am passionate about making a positive impact in my community and in the lives of others.
Personal
Before I started my career at Northwestern Mutual, I loved being a student-athlete. The transition from football to basketball was part of my journey to find my passion. I played for the town of Washingtonville Youth Football then played basketball from high school to college & overseas in Scotland for the Glasgow Rocks (now Caldonia Gladiators). Playing basketball is where I found my passion for helping others on and off the court. When I returned to the States I built my financial practice to help other athletes have a next step after the jerseys are taken off and working families to give them control on building their legacy.
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.
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
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.
