Personal
I spent my childhood years in Sioux City, Iowa, graduating from Central High in 1967. With the exception of two years in the state of Washington, I have been a resident of Rochester for about thirty years. My wife Sheri and I have two grown children, Charlie and Katie.
I have fly fished the western US for more than forty years, visiting most often the blue ribbon trout rivers and mountain creeks of Montana. I also enjoy tennis, biking, golf, and reading.
Professional
As the son of a Northwestern Mutual Financial Representative, I learned the company's tradition of "doing the right thing" has been honored and nurtured by successive generations within Northwestern Mutual. Northwestern Mutual exists to help policyowners and clients protect against financial risk and achieve financial security. I chose to carry on that tradition and became a Northwestern Mutual Financial Representative 34 years ago.
With the company, its subsidiaries and affiliates, I can help clients protect their financial security with insurance and investment products that address needs for financial security and protection, capital accumulation, asset distribution, and estate preservation.
Associations and Memberships
- National Association of Insurance and Financial Advisors, Board of Directors
Rochester Area Chamber of Commerce
Years of Experience
Representing Northwestern Mutual since 1974.
Education
Minnesota State University/Mankato - Business Administration (Bachelor of Science)
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.
