Personal
As an East Tennessee native I enjoy golfing, hiking and running in this amazing area. Family is most important and the main reason we returned to East Tennessee from Charlotte, North Carolina 18 years ago. Although, Tennessee is home, my wife Emily and I are extremely passionate about exploring our beautiful nation and experiencing life! Our two sons, Luke and Elijah keep us busy with football, basketball and track. I am committed to making our home one of the best places to live and raise a family through our community involvement.
Lending a hand in my community.
I am an active member in several non-profit organizations in multiple communities in East Tennessee. They share my core values and passion to create a better community through education and involvement. I encourage you to learn more about those great organizations below:
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.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
I have listed below a few of the organizations for which I volunteer my time:
- Coach/Mentor, Boys and Girls Clubs of East Tennessee
- Board Member, Lakeway Fellowship of Christian Athletes
- Board of Directors, Y12 Gives Foundation
- Volunteer Instructor, Junior Achievement - Finance Education
- Member, Knoxville Chamber of Commerce
- Member, Morristown Chamber of Commerce
- Membership Committee/Member, Rotary International Local Chapter
Education
University of Tennessee, Knoxville (Bachelor of Science)
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.
