Professional
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER® professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
I want to help my clients actually plan for their future, not just invest. I want to ensure my clients are being appropriately rewarded for the amount of risk they take in their portfolio. I want to make sure they are maintaining liquidity and access to their money. Most of all, I want to make sure they are minimizing the impact of taxes as much as possible.
I work hard to help my clients identify, prioritize, and align their resources with what they actually want to accomplish and what matters most to them.
Education
Bachelor's of Science - Petroleum Engineering (Colorado School of Mines)
Personal
I grew up in a small Nebraska town of about 8,000 people called McCook. I'm the youngest of 3, my father is a livestock auctioneer and my mother owns a coffee shop. I was very active in sports all through high school and I went on to play football at the Colorado School of Mines where I graduated with a Bachelor's Degree in Petroleum Engineering. I practiced engineering for a few years before making the transition into professional finance in 2017.
I currently live in Lakewood with my wife Leah, my son Simeon and my daughter Della.
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
Tax-Efficient Strategies
Advisory Services
Retirement Planning & Income Strategies
Business Planning
Education Planning & Funding
Insurance Protection Strategies
Investment Planning & Strategies
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.
