Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
In my first 3 years as a financial representative I qualified for the Bronze, Silver and Gold Awards. In 2003 I was the office New FR of the Year. In addition to my role as an FR, I began mentoring and coaching new FR's as a Field Director and have been a member of the office Leadership Development Group (LEAD) since 2004. In 2010 I qualified for the company's inaugural Lives Leader's Summit.
In Jan of 2011, I took on a new role becoming Managing Director of Northwestern Mutual's Leawood, KS office. In this role, in addition to taking care of my personal clients, I am responsible for all aspects of recruiting, training and development of new financial representatives and advisors at the Leawood location.
Ingram's magazine honored me as a member of their 2017 class of 40 Under Forty, which recognizes the achievements and promise of the area's young executives, professionals and community leaders.
In 2018, l opened a new Northwestern Mutual office in Olathe, KS and qualified for Northwestern Mutual's FORUM while leading the office internship program to a top 3 finish out of 206 offices. I serve on the board for the Community Impact Foundation. I am actively involved with the World Pediatric Project.
I enjoy spending time with my wife Lindsey, who home schools our son Luca and daughter Sophie Sam. I also enjoy running far and slow as well as playing bad golf.
Years of Experience
Representing Northwestern Mutual since 1999.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Arts | General | Davidson College |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2006-2014
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2006-2010
Award recognizing persistency and performance
National Sales Achievement Award 2006-2008, 2010
Award recognizing performance