How I Can Help You

I specialize in assisting high-net-worth families and successful individuals, offering expert financial planning and wealth management solutions. Whether your goals include retirement planning, estate preservation, wealth transfer, managing business finances, or guiding the financial future of younger family members, I can craft a customized plan to meet your specific needs. My mission is to equip you with the insights and strategies necessary to make informed choices and realize your financial aspirations.

As a younger advisor, I bring fresh perspectives and innovative approaches to our practice. I am particularly passionate about helping the next generation, including your young adult children, understand financial principles and prepare for future wealth management. By teaming up with Christina Collins, who handles more complex financial matters, I ensure that we provide comprehensive, multi-generational financial guidance.

Whether you are beginning your financial journey or looking to optimize and preserve your wealth, I am here to support you. Together, we offer the continuity and seamless experience you need to address all aspects of your financial life effectively.

What Makes Me Knowledgeable

I hold the CERTIFIED FINANCIAL PLANNER™ certification and have been in the finance industry for over 15 years. My career includes ten years at J.P. Morgan’s Private Bank followed by two years at Merrill Lynch Wealth Management, where I served as Vice President.

My deep understanding of financial planning, along with my commitment to professional development, ensures that I can offer my clients well-rounded and informed advice.

Getting to Know Me

I attended Northern Illinois University on a football scholarship, playing tight end. I attained my bachelor’s in marketing in under three years which enabled me to pursue my MBA while still competing in football.

I now live in Oak Park with my wife Susan and our two children, Trey (3 years old) and Freddie (1 years old). Our children keep us busy, but we cherish our family time, often enjoying outdoor activities like visits to parks and the zoo. When I find some downtime, I also enjoy playing golf.

I'm passionate about my family, my work, and helping clients achieve their financial goals, and I look forward to the opportunity to work with you.

How I Can Help You

I support the team by providing a range of key functions, including tax-loss harvesting analysis, rebalancing analysis, assistance with 401(k) and IRA rollovers, and the processing of securities orders and other requests. In addition, I answer client questions regarding their existing accounts and the opening of new investment accounts.

What Makes Me Knowledgeable

I have worked in the financial industry for more than 20 years. Prior to joining Northwestern Mutual in 2002, I was with Firstar Trust Co. and RBC Dain Rauscher. I am a graduate of the University of Wisconsin-Oshkosh with a degree in social work, and I am securities registered and licensed in life and health insurance.

Getting to Know Me

I live in downtown Chicago with my husband and our dog, Biscuit. In my free time, I enjoy getting together with friends and traveling, especially to Mexico when it is cold in Chicago.

How I Can Help You

I support Christina's marketing initiatives and assist with the training of new team members.

What Makes Me Knowledgeable

I joined Northwestern Mutual in 2018 and bring an extensive background in digital design, client relations, and marketing. I hold a professional credential as a Digital Marketing Professional with the American Marketing Association, and I graduated from the Illinois Institute of Art with a diploma in Digital Design.

Getting to Know Me

I reside in the northwest suburbs of Chicago. Outside the office, I love being outdoors, hiking, camping, and kayaking with my husband, Andy. I also enjoy sketching, fashion illustrating and designing digital fashion prints.

How I Can Help You

I support the team by providing a range of key functions, including tax-loss harvesting analysis, rebalancing analysis, assistance with 401(k) and IRA rollovers, and the processing of securities orders and other requests. In addition, I answer client questions regarding their existing accounts and the opening of new investment accounts.

What Makes Me Knowledgeable

I have worked in the financial industry for more than 20 years. Prior to joining Northwestern Mutual, I worked at Fifth Third Bank and MB Financial Bank as a private client portfolio manager. I am a graduate of the North Park University and DePaul University, with a master's degree in finance.

Getting to Know Me

I live in Park Ridge, Illinois. When I'm not working, I enjoy spending time with my daughter, exercising, and just about any outdoor activity.

How I Can Help You

I assist Christina with organizing information obtained from client meetings and provide support to the rest of the team with rebalancing analysis, assistance with 401(k) and IRA rollovers, and processing securities orders and other requests.

What Makes Me Knowledgeable

I have worked in the financial industry for over six years. Prior to joining Northwestern Mutual, I was with JPMorgan Chase. I graduated from the University of Wisconsin-Madison with a degree in Economics and studied accounting at DePaul University in Chicago. I am securities registered and licensed in life and health insurance.

Getting to Know Me

I live in downtown Chicago but also spend a good portion of my weekends in Wisconsin. I make the most out of every season by being out by the lake in the summer and skiing in the winter.

How I Can Help You

I specialize in a variety of client service responsibilities, including scheduling appointments and assisting with new client onboarding.

What Makes Me Knowledgeable

I have a background in client relations and a degree in Actuarial Science from Saint Xavier University. I joined Northwestern Mutual in 2022.

Getting to Know Me

In my free time, I enjoy being outdoors and traveling to new places. My hobbies include photography and videography, specifically capturing beautiful moments and places in nature.

How I Can Help You

I assist Christina with all preparation and information needed for client meetings. In addition, I am responsible for generating investment, retirement and education reports; processing securities orders and other requests; and assisting with 401(k) and IRA rollovers. I also work with clients to answer questions about their existing accounts and the opening of new investment accounts.

What Makes Me Knowledgeable

Before I joined Northwestern Mutual in 2003, I worked for George Kinder Financial Services in Cambridge, Massachusetts. I graduated from the University of Illinois with a degree in biology, and I am securities registered and licensed in life and health insurance.

Getting to Know Me

In my free time, I enjoy traveling with my wife and two teenage daughters. We often cook dinner together, and this summer we tried our hand at gardening and beautifying our outdoor space.