Personal
I was born and raised in Amsterdam and attended Hobart and William Smith colleges. While there, I played football and Majored in Political Science and Minored in Law and Society.
I am passionate about the Upstate New York area. My entire family is from Amsterdam. My father was a head football coach for 33 years and continues to help the Amsterdam athletic programs to this day.
Currently, I live in Saratoga with my fiancé Sarah and our two dogs. We love to travel and are constantly taking trips down south, to NYC, Boston and Chicago.
I also enjoy visiting new restaurants, attending sporting events and staying updated on politics. You can often find me on the golf course. I am a member of the Edison Club.
Professional
My mission is to help individuals and families create open communication about their financial planning to reduce stress. We will accomplish this by helping our clients and their families create a holistic plan, save money, and feel comfortable discussing these topics with our team and their families.
I also serve as a Growth and Development Director, to support and mentor new financial representatives.
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. Locally, i participate each year in our office's annual Lemon Tournament, a fundraiser for ALSF.
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.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning