About me

My decision to join Northwestern Mutual grew out of my personal experience as a client. For my wife and me, our financial advisor created such a feeling of clarity around our finances. After realizing the tremendous impact he had on us, I decided to launch my own practice to come alongside others in the same way. 

Regardless of the family or individual at hand, our team consistently works to understand each client’s unique circumstances and vision for the future. We craft every financial plan we build with care and intention. While we take financial advising seriously, we also like to enjoy life. Over time, our clients count on us to always bring trustworthiness, focus, and a relatable sense of humor to our work together. 

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

Pinky Swear Foundation

The mission of Pinky Swear is to help kids with cancer and their families with financial and emotional support with a vision of saying 'Yes!' to every family. Pinky Swear does this through their belief in the 3 C's: - Compassion - Collaboration - Celebration Learn more or help this amazing cause by visiting their website below.

Pinky Swear Foundation

Guild

Guild's purpose is to empower change through engaging individuals and communities, embracing needs and elevating voices. Guild is a not-for-profit organization that offers integrated mental health, housing, and employment services to individuals living with mental illness and/or experiencing chronic homelessness. Guild services help individuals find high-quality mental health care, stable housing, and competitive employment right where they live. Click below to learn more and help this amazing cause!

guild

How we can help you plan more efficiently

Advisory Services

Financial Planning

Investment Planning & Strategies

Retirement Planning & Income Strategies

Multigenerational Planning

Life Insurance Strategies

Business Planning & Succession

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