
Field Director with The Northwestern Mutual Financial Network
Rochester, New York Area

Field Director with The Northwestern Mutual Financial Network
Rochester, New York Area
My clients come from all walks of life but I have particular products and services designed to suit the highly compensated employee or self employeed professionals. My practice focuses on individuals making well into 6 figures including medical market clients, legal professionals, sales execs, and professional athletes.
(Financial Services industry)
2005 — Present (3 years)
(Privately Held; 10,001 or more employees; Financial Services industry)
January 2000 — Present (8 years 5 months)
As a financial representative, I work closely with my clients to develop suitable financial gameplans. Much of my work is in the disaster prevention area, discussing with my clients asset protection strategies such as life and disability insurance. The other service I offer is creating an offensive investment strategy for retirement and education funding.
In my practice, I primarily work with professionals to help them assess their current financial condition and map out the steps necessary to reach their stated goals. Most of my clients have very demanding work schedules and one of the biggest benefits is my ability to help them plan for the future without having to make a huge time commitment.
(Sports industry)
May 2000 — 2005 (5 years)
2002 — 2006
1997 — 2000
Biology, PreMed, 1995 — 1997
Kiwanis Club of Canandaigua - Chair
The Finger Lakes Networking Group - Founder
Rochester Press Radio Club
Camp Good Days & Special Times
Fairport Baptist Home
Canandaigua YMCA - Board Member
St. John Fisher College - Alumni Board of Trustees
Frozen Ropes College Bound Director
East Coast Grays - Head Coach
Salvation Army Civic Breakfast Co-Chair
Catch a Prospect - Scout
FREEZFEST - Founder
Diamond Inc Baseball Charity - Founder
Northwestern Mutual - Director
St. Mary's Church
Canandaigua Academy Hall of Fame 2006
St. John Fisher Hall of Fame 2005
National Sales Quality Award 2005 - 2007
Top 10 Lives Eastern Regional 2007
40 Under 40 Award