About me
I was raised in Loomis, Ca, which is about 20 minutes east of Sacramento. I grew up playing all different kinds of sports, but I eventually fell in love with baseball. I played baseball through my high school years at Del Oro and eventually went on to play in College at West Valley, Sierra and Chico State. Now, I'm a washed-up college athlete who enjoys spending his free time watching and following along with professional sports. I'm actually a big Boston sports guy (comes from my Irish family roots) so I am a huge fan of the Red Sox, Celtics and Patriots.
I decided to pursue finance halfway through my college career. The reason I chose to pursue finance was because I realized I did not have a very deep level of knowledge or understanding of all things finance, especially personal finance. While working towards my BS in Finance at Chico State, I realized I had a passion for personal financial planning. One of the reasons I developed this passion was because I have first-hand experience with the impact of not having a financial plan by watching my parents and grandparents' financial journeys. I watched my grandparents work into their last stages of life because they didn't have a retirement plan, and now I'm watching a similar situation develop with my parents.
My mission when working with clients is to provide them with the resources, education, and recommendations necessary for a comfortable retirement, so they can live more and worry less.
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.
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.
