As a Field Director and Wealth Management Advisor at Northwestern Mutual, he is a Certified Financial Planner® who specializes in complex financial strategies. He focuses on tech professionals, pre-retirees, and military families, and is described by colleagues as smart, personable, and an excellent communicator who gets the job done.
Outside of work, he and his wife are avid world travelers. A proud Gonzaga University alumnus, he is a passionate supporter of the "Zags" basketball team. His interests also include the work of major companies like Microsoft and The Walt Disney Company.
He believes a financial advisor should be as adventurous as their clients, focusing on the freedom that financial planning can provide.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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