Personal
I grew up in Bloomfield Hills, Michigan where I attended Detroit Country Day. I received my Bachelor of Arts in English from Michigan State University in 1996 and a Master of Business Administration from University of Michigan’s Ross School of Business in 2011. Prior to Northwestern Mutual, I worked in commercial real estate, online lead generation, and market research. I live in Birmingham, Michigan with my wife, Barrie, son, Kiran (14), and daughter, Mira (12). Barrie teaches middle school. Kiran and Mira love art, swimming, tennis, and especially Star Wars! I enjoy golfing, cooking, live music, Ted Talks, and public speaking. I am passionate about learning as well as teaching and motivating others.
Professional
As a CERTIFIED FINANCIAL PLANNER™ Professional, I help clients achieve financial security through comprehensive financial planning. I do this by first understanding my client’s vision for the future – their hopes and dreams, as well as any areas of concern. I ask questions and I listen. Ultimately, I help align actions with intentions to address both the offensive and defensive sides of financial planning. Planning is a dynamic process, which is why I build long term relationships and stay in close contact – as life changes, the plan changes with 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 is one 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
Retirement Planning & Income Strategies
Education Planning & Funding
Tax-Efficient Strategies
Investment Planning & Strategies
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.
