About me

My mission is to build lifelong relationships with my clients, to grow with them & be a small part of their success toward their goals.

I am the eldest of three boys; my parents immigrated to America for a better life. Like many starting a new life, they struggled financially. I now know that with education paired with a strategic plan, the stresses of money diminish and goals can be achieved. So many of us have the misconception that working with a financial advisor is expensive or that you need a lot money and it's simply not true.

I attended University of California, Irvine where I studied Business and Economics. I believe financial education is the key to helping others and strive to impact the lives of those around me in a positive manner.

I enjoy spending my time outdoors with my amazing wife, Shiela, and our beautiful Boston Terrier, Camper. We cannot wait to add to the family. I love staying active working out, playing basketball, golf, snowboarding & spending time at the beach.

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

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