Personal

I'm an Ohio native, and have spent most of my life bouncing back and forth between Columbus and Cincinnati. I completed my undergraduate studies at Ohio State and started my career with NM as a college intern the summer of my junior year. I still live in central Ohio with my wife Blake and our cat Dolly.

Being a Buckeye from Cincinnati has its perks these days if you're a football fan. Outside of work, I spend most fall weekends rooting the Bengals and Buckeyes and rooting against that team up north. When the weather is nice, I enjoy spending time with family and friends outside and playing pickleball.

 

Professional

I've been interested in money from a very young age. In middle school, my math teacher came from a finance background so we had the opportunity to learn the fundamentals of economics and investing early on. I found it so interesting, and that interest stayed with me through high school and eventually into college when I chose to study finance at Ohio State. 

This early interest in money is what makes the work I do so exciting today. I get so much energy from learning about a new idea, and going and sharing it with the people who would benefit most from it.

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.

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.

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Investment Planning & Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Multigenerational Planning

Business Employee & Executive Benefits 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.

Northwestern Mutual buildings and column architecture