About me
My mission is to help you live an authentic life of purpose beyond your wildest dreams, leaving behind a better future for those most important to you.
I started my journey as a financial advisor in the same position that you are today - as a client. This unique perspective to the advisor/client relationship means I understand the planning process from both sides of the table.
Outside of work, you can find me on the golf course, at local events around town, or taking part in outdoor activities. I also love to travel - seeing new places, meeting new people and hearing their stories.
Supporting My Community
As a member of the local community, it is important that my actions speak louder than my words. I'm proud to support local organizations both financially and through volunteering.
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.
Wisconsin Special Olympics
The Polar Plunge for Special Olympics Wisconsin is a unique grassroots fundraiser. Plungers show their commitment by raising funds for the cause, then jumping into icy waters. The funds support local athletes competing in the Special Olympics
Habitat for Humanity of Dane County
Habitat for Humanity of Dane County, offers a hand up, rather than a hand out. We help families achieve strength, stability and self-reliance to build a better life through shelter. Habitat for Humanity International is a nonprofit organization, based on Christian principles and dedicated to breaking the cycle of poverty housing. Habitat for Humanity builds with people in need regardless of race or religion and welcomes all volunteers and supporters.
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.
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.
