Personal
I live in Bay Village with my wife Debbie. We have three grown children: James, Bradley and Abigail.
I am a licensed pilot and enjoy flying. I also enjoy spending time fishing, hiking, skiing, jogging and gardening.
In January 2011 and 2013 I trekked to Annapurna Base Camp (ABC) in Nepal.
I am a board member of MonkeyPaw Games.
Professional
After receiving my college degree in Insurance, I began my career as a Financial Representative with Northwestern Mutual. I have enjoyed a career with Northwestern Mutual for over 30 years. I consider myself lucky to work with clients and witness the impact I have made on their lives. It is a privilege to be such an integral part of people's lives and help them achieve their goals.
Associations and Memberships
I have been an active member of NAIFA since 1979. I am a member of the International Insurance Forum, Million Dollar Round Table, the Association for Advanced Life Underwriting, the Estate Planning Council, and the Cleveland Association of Life Underwriters.
Years of Experience
Representing Northwestern Mutual since 1977.
Education
University of Cincinnati - Insurance (Bachelor of Arts)
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.
