Professional

Professional Specialties

  • 401K Advisory
  • Retirement Planning
  • Investment Advisory Programs
  • Business Planning

Personal Planning Analysis

  • Survivor Income
  • Disability Income
  • Education
  • Retirement Income
  • Estate Liquidity
  • Investment Allocation
  • Long-Term Care Planning

Qualifications

Education 

University of Northern Iowa - Management-Finance (B.A.) 

Professional Designations

  • Chartered Life Underwriter (CLU®)
  • Awards and recognition
    • Million Dollar Round Table, Qualifying Member*

Associations and Memberships

  • National Association of Insurance and Financial Advisors

Personal

 

Family

       Resides in Des Moines, IA with wife, Brenda, and sons, Rob Jr. and David.

 

Hobbies

  • Bicycling
  • Snow shoeing
  • Hiking
  • Running

 

Community Involvement

  • St. Augustin Church
  • Knights of Columbus 10558, Grand Knight
  • Inner Visions supporter

 

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