Personal

I am married to Kristen and we have 2 amazing daughters. We are deeply involved in our church here in The Woodlands, and we enjoy our free time in outdoors, especially exploring the mountains of Colorado.

 

Professional

With nine years of experience as a financial advisor, I'm passionate about helping people align their financial decisions with the goals that matter most to them. Whether it's planning for retirement, growing a business, or leaving a legacy, my focus is on creating clarity and confidence through personalized financial planning. 

I love connecting with people who like me, seek to be great stewards of their Time, Treasure, and Talents.

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Investment Planning & Strategies

Insurance Protection Strategies

Multigenerational Planning

Estate Planning

Business Planning

Tax-Efficient Strategies

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