Professional
Before being able to make any professional recommendations regarding your personal financial security plan, I like to spend some time getting to understand you, your family, and your business on a personal, professional and financial level. Once I have an understanding of what your current picture looks like and get an idea of what your most amazing future looks like, my team and I will put together a comprehensive financial analysis for you. This will allow us to see if you are over- or under- insured when it comes to Life, Disability or Long-Term Care insurance, if you are saving enough for your children's education, or if you are on track for retirement.
Once we have reviewed the analysis, should there be any gaps in your plan, my team and I will work hard to put together recommendations for you to fill these gaps and share them with you. At that point, it is completely and ultimately up to you if you want to implement the recommendations.
Once implemented, we will get together on a regular basis, typically once or twice a year for a review of your plan. We will check in to see if anything has changed in your life that should be noted in order to maintain the most accurate plan.
Personal
Born and raised in Seattle, WA, I have come to love this beautiful state and plan to stay here where I have built my practice and be close to my family. I graduated from the University of Puget Sound with a Bachelor of Science in Finance and Mathematics in 2013. I fell in love with the Tacoma area where I attended college and ultimately decided to build my practice here.
I am passionate about helping others in the community and giving back when possible. I have been involved in the Big Brother for the Big Brother Big Sister Program, served on the Covington Chamber of Commerce Board of Directors, and various other community involvement such as the Seattle Brain Cancer Walk that Northwestern Mutual sponsors to raise awareness and donations for Brain Cancer.
When I am not working, I enjoy playing basketball, golfing at Meridian Valley Country Club and spending time with my wife and our children Lillian and Cassidy. We appreciate the beautiful hikes and beaches that Washington has to offer and explore as much as we can.
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.
