Personal

I have been married for 30 years and have three children ages 28, 26 and 19. I spend a lot of time outdoors enjoying golf, fishing, boating, forestry management and hiking (trying to become a 46er in the high peaks of New York State in the Adirondacks).

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

Professional

I joined Northwestern Mutual in February 1991. After first pursuing a career for a period of time in my college major, I realized that I wanted to interact more with people and did not want to be tied down to one set of circumstances with my day to day work. I grew up overseas and was therefore fortunate enough to be exposed to many different cultures enabling me to better relate to various people and situations.

During my time at Northwestern Mutual, I have earned the professional designations of  the following: 

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Certified in Long Term Care (CLTC)

I strive to maintain long term relationships with my clients and work with them regardless of where, geographically, in the world their careers might take them.

Years of Experience

Representing Northwestern Mutual since 1991.

Education

Hartwick College, Geology (Bachelor of Arts)

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