Wealth Advisor
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I'm proud to be a Financial Advisor with Thrivent since 2009. As a CERTIFIED FINANCIAL PLANNER™ professional, I act in the best interest of my clients. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
As a lifelong resident of St. Joseph, Missouri; I have a passion to help others achieve financial freedom. I am very involved in the community in which I sit on the Board of Directors at Faith-In-Action, Habitat for Humanity, and the Family Guidance Center. Even though I am very active in my hometown, our office service’s numerous locations throughout the United States.
I am married to Missy and we have two beautiful children Savvy and Locke. I focus on having a practice that is welcoming and built for growth as I would love to someday pass this on to my children. We attend church regularly at Renovation in St Joseph and stay active in the community.
We would love to help you and your family meet your goals and protect yourself from unexpected events.
Investing in the Community
- Board Member, President at St. Joseph Habitat for Humanity
- Board Member at Family Guidance Center
- Board Member at Faith in Action
- Volunteer, Thrivent Action Teams
- Volunteer, Assistant Head Coach and Pitching Coach at Central High School
- Member of St. Joseph Metro Chamber Since 2012
Education and Accomplishments
- Certified Financial Planner™
- FIC (Fraternal Insurance Counselor)
- FINRA Series 07 General Securities Representative
- FINRA Series 63 Uniform Securities Agent State Law
- FINRA Series 65 Uniform Investment Advisers Law
- FINRA Series 6 Investment Company Products/Variable Contracts
- SIE Securities Industry Essentials
- Bachelor of Science in Business Adminstrattion in Finance and Economics from MWSU, 07'
- Life & Health Insurance Licenses
Cody, Missy, Savvy and Locke heading out for dinner during a Thrivent conference in Chicago. Family is very important, and our office encourages a family atmosphere.
Savvy and Locke enjoying a Thrivent conference while modeling downtown before getting donuts!
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Alabama
- Arkansas(Insurance Lic. #9777965)
- Indiana
- Iowa
- Kansas
- Kentucky
- Missouri
- Nebraska
- Washington
Insights
Office location
Saint Joseph Location
3131 Frederick Ave Suite 226
Saint Joseph, MO 64506
Phone816-273-0026Fax816-273-0026HoursSaint Joseph, MO 64506
M – F: 9 a.m. – 6 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.