Personal
I am a husband, a father, a brother and a son. I love God, my family and the wonderful city in which we live. I am a Financial Representative at Northwestern Mutual as well as a member of Physicians Nationwide - helping medical professionals reach financial security. I am a member of a Rotary Club. I am an ambassador for the Boise Chamber of Commerce. I also devote a lot of work helping many business owners and entrepreneurs simply because I love becoming the center of my clients’ financial world. These individuals come to my team, stay with my team and even refer their loved ones to us because we guarantee absolute transparency and we are always going the extra mile.
I was born in Boise and lived here for four years before we moved to Adrian, Oregon. At a young age, I had a desire to invest and become financially secure. In my first year of college, I worked to pay for schooling but I still took out student loans and took the initiative to invest those loans intelligently and watched them grow. Working summer jobs, I paid off the loans to stay out of debt. I understood the importance of financial wellness and passionately encouraged it to loved ones well before making a career out of it. Even since then, I’ve been an enthusiast of working towards living a mostly debt free lifestyle while vigorously investing in mine and my family’s future.
I grew up in a small town in Oregon from which I moved to California to attend college and graduate from Cal Poly. It was there that I met my beautiful and incredible wife, Leslee, and we have four beautiful kids. In 2011, we moved to Boise where I began a career of passion as a Financial Advisor. It didn’t take long for Leslee and I to recognize what a blessing it was to be a part of such an amazing community. We love playing basketball at all hours of the day. I really enjoy hiking, biking, playing sports and swimming; but ever so often I love a relaxing evening watching a movie with my family. You can also often catch me enjoying BBQs by the pool and entertaining guests.
I believe nothing bad ever comes from meeting good people and no one has a lock on good ideas. I passionately serve God, family and the public people who care about their financial wellness and future security.
Lending a hand in my community.
I love the city of Boise and I am passionate about being involved and giving back.
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.
Boise Metro Chamber of Commerce - Ambassador
"A Boise Metro Chamber of Commerce Ambassador strengthens member involvement by educating members about the benefits and services of their membership. Our Ambassadors offer extended business contacts to volunteers and provides support for Business After Hours, trade shows, ribbon cuttings and grand openings" (Boise Metro Chamber of Commerce Website). The Boise Metro Chamber of Commerce is an integral part of the business community within the city and works to advocate for and promote local business men and women.
Boise Metro Rotary - Vice President
"The mission of Rotary International, a worldwide association of Rotary clubs, is to provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders." Currently, the Boise Metro Rotary, in conjunction with the Boise Centennial Rotary Club and the Eagle/Garden City Rotary Club, is leading the way to construct the Rotary Park on the new section of the Greenbelt. The park will include four park benches, a bike repair stand, a dog waste bag dispenser a little free library, and the featured historic monument.
Boise Young Professionals (BYP) - Sponsor
BYP Vision Statement: "The Boise Valley is comprised of a diverse, connected involved and prepared reservoir of world-class talent who are prepared to lead, create, innovate, and influence as the community evolves. BYP Mission Statement: "Develop and retain a talented workforce in the Boise Valley by connecting, empowering and engaging young professionals."
Idaho Business Golf Networking Group - Founder
I developed the Idaho Business Golf Networking Group as a way for local business professionals to have the opportunity to get together and network with like-minded individuals while enjoying the great game of golf. We meet every other Friday in the summers at various golf courses in the Treasure Valley for networking opportunities, golfing, a meal, and to develop both personal and professional relationships
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.
