I am a Certified Financial Planner with Rosenberg Financial Group. For 11 years, I was an advisor with Northwestern Mutual before joining RFG in September of 2023. I have a background in helping clients save to attain their financial goals, and addressing risk management and estate planning needs through products such as life and disability insurance, long term care insurance, and annuities. Over my career, I have helped clients who are going through all different ages and stages of life. Whether they are saving for a child’s education, saving enough to retire comfortably, or simply making sure loved ones are taken care of upon their death, I can help.
I am married to Katie, my high school sweetheart, and we have four kids. We love to go on vacations to the mountains and the beach. And in the Fall, we will be watching the Georgia Bulldogs every Saturday! Go Dawgs!
I am honored to be working with Sherri, Randy, and the wonderful people at Rosenberg Financial Group.
Call me for a complimentary consultation. I am happy to help!