About me
For the past 15 years, I have been a Financial Advisor at Northwestern Mutual, assisting affluent clients in securing their financial futures. My team and I specialize in working with successful individuals in the investment banking and private equity fields, creating customized financial plans to meet their unique needs. Our aim is to establish long-lasting relationships and offer unparalleled guidance for lifelong financial stability.
My ultimate favorite pastime involves spending time with my wife, Jaclyn, and our three children. I value the importance of quality family time, and it is an integral part of my daily routine. Additionally, I thoroughly enjoy playing golf, which is my preferred leisure activity.
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