I’ve been a Financial Advisor for 20 years. I’ve been a husband for 16 years and a father for 14 years. I give extreme significance to each role I have in this life. I work harder than most, every single day, to stand out from the crowd in each role. Standing out from the crowd as an advisor starts with being a financial fiduciary and being independent. It means not just giving investment advice, but constantly revising and reworking a written financial plan that works on tax saving strategies, cash management, lending solutions, insurance and estate planning. It means utilizing technology and having zero “cookie cutter” solutions. It means having integrity above all else.
Being a Northwestern Mutual Financial Advisor for the first 12 years of my career taught me many things. Perhaps the most impactful lesson I learned in that system was that I simply wanted to focus on taking extremely good care of the great clients I already had vs. seeking an abundance of new clients every year. I want to be selective with who I choose to work with. So, the decision to become an independent advisor was quite simple for me. In 2017, I ended my contract with Northwestern Mutual and reached out to my favorite clients to request they continue working with me as an independent financial fiduciary advisor – unbeholden to an employer and having zero incentives other than their best interest.
I have clients in their 80’s and I have clients in their 30’s - and in every single decade between. I can say with perfect confidence that regardless of your stage in life, I am well-equipped to build you a meaningful financial plan and give you prudent and reliable advice long-term.
