Professional

The Early Years

I grew up in small town Ohio where I spent time playing games and sports with friends and academically utilizing our amazing school district and faculty. I have always enjoyed learning and thrived in the environment provided for me. While attending OSU, I began working at Texas Roadhouse where I naturally gravitated toward providing individualized service while being able to socialize and cultivate relationships in the process. I quickly moved into a leadership role and spent my time building and developing the business and the community. Through my work I was able to organize chaos and provide the necessary support to staff and guests.

Why NM?

At one point, I looked at my savings and was shocked at the amount of interest that had NOT accrued. It made me mad enough that I started looking for ways to make my money work harder for me.  A friend recommend that I reach out to his advisor, who happened to have his practice at NM. I must admit, I was initially not sure that I needed an advisor. However, upon meeting him, I was impressed by the conversation and competency that allowed him to get to know what my goals were and what actions I needed to take.

At a point when I was ready to make a career change, I reached out to my advisor because I knew he could help me. Hearing how passionate he was about what he did in his practice and researching a bit on my own, I determined that not only was NM an amazing company, it was a great fit for me. I love the stability and strength that NM has and allows me to use to help everyone that I encounter. The values and culture of service, integrity, caring and determination that I see in my colleagues every day, reaffirm that I am in the right place.

Working Together

It is a goal of mine to spend the rest of my life educating people and helping them make decisions around their financial health. I will spend my time showing people that planning and preparing will afford them the chance to spend life living. I enjoy meeting people and getting to know them and I look forward to being a part of their big life events while keeping our eyes on what lies ahead. I believe that financial security and stability provides people with a sense of freedom and happiness, and I value getting people to that point.

Personal

My family is a big part of my life and I am happy to report that it is continually growing. It is made up of my mother and uncles, my 3 brothers and their spouses and 9 nieces and nephews. In September of 2019 my family was able to grow again when I got married to my best friend Kalyn. She and I spend much of our time together working on projects around the house, playing with and walking our 2 Great Danes, Atticus and Harper, and spending quality time with my mother.

We are both Alumni of Ohio State University and both of us share a love for competition and sport and many of our friends are similar in that right. We love hanging out with our friends playing board games and yard games like Cornhole and Kan-Jam among others. We take advantage of any excuse that allows us to be outside or travel the world. One of my personal outlets is playing basketball and I do so in a couple of different leagues around the city.

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.

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

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.

Downtown Milwaukee, WI Skyline