Professional

As a financial advisor with more than three decades of experience, I equip my clients with clarity for tomorrow so that they can focus on today. Whether they are managing a business, caring for family, or preparing for retirement, my clients are busy. By designing strategic, individualized financial blueprints, my team and I empower our clients to stay on track financially, while minimizing stress and uncertainty. We love to work with successful professionals such as:

  • Law Partners
  • Entrepreneurs
  • CPAs at Big Four Accounting Firms
  • C-Suite Executives
  • Healthcare Professionals

I am relationship-oriented and deeply committed to my clients, and through creating a plan that ensures financial security, my clients gain the clarity and confidence to spend more time doing the things they care most about.

As a husband and father to five children, I understand the responsibilities and challenges of navigating financial decisions with loved ones in mind. Providing direction for families and individuals is a privilege I take seriously. Over the course of my tenure with Northwestern Mutual, I am proud to have cultivated numerous long-lasting client relationships. I love being even just a small part of a family’s story in helping them achieve their goals.

If you’re looking to gain a big-picture view of your financial future or want to ensure you and your family are on the right path, let’s start by having a conversation today.

Years of Experience

Representing Northwestern Mutual since 1987.

Education

Virginia Tech University - Business (Bachelor of Science)

Personal

I reside in Haymarket, Virginia with my wife Debbie, and children, Brendan, Jennifer, Jessica, Matthew, and Catherine.

I enjoy spending my spare time with my family. We are very active with their schools and sports.

Here is a picture from our vacation to Myrtle Beach, SC in June 2011.

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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.

Downtown Milwaukee, WI Skyline