Personal
Fun Facts!
My family and I moved to the U.S when I was 5 years old.
I enjoy tennis, basketball and golf. Playing and watching! I was fortunate to play tennis at a high level.
I love my family. My wife Christina and I have a rambunctious almost 2 year old son and our second is on the way!
This career is my passion. I love being able to hit my 10 out of 10 life by helping others hit theirs.
My Planning Philosophy
I challenge my clients to save in ways that create flexibility when it comes to taxes and access to dollars. I believe long-term confidence comes from things we can control and predict. For that reason, elements of your planning should fall into these categories to provide foundational integrity. I aim to achieve the future you imagine, and help you prepare for the one you can't. It's not about how many points you can throw on the board, it's how many things can go wrong and you still with the game.
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
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.
