Personal
I was born and raised in Hilliard, Ohio where I attended Ashland University and graduated with an undergraduate degree in finance. I played football there for four years and was a captain of the team my senior year. I spend most of my free time playing golf, watching sports or spending quality time with my family.
Professional
I have always had a passion for finance and helping people. I wake up each day excited to impact new people. I have formed strong relationships with my clients across the country. I truly value that personal relationship that is formed over the years.
Starting My Practice
My junior year at Ashland University, a professor encouraged me to check out Northwestern Mutual’s internship program. With my love for financial planning and love for meeting with new people, I hit the ground running and never looked back.
I quickly realized that every individual has a different financial background. Our process allows me to discover goals that are important to you, share ideas that you may not have been exposed to, and offer a tailored solution towards achieving those goals. It doesn’t matter where you start today, I can help you discover how to get to where you want to go.
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.
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.
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.
