Financial Consultant
.I serve on the Board of Directors for the Wausau Conservatory of Music and the Central Wisconsin Educational Theater Alliance. Lisa and I are volunteers with Habitat for Humanity in the local area and have participated with Habitat International with builds in El Salvador and Warsaw, Poland.
- Series 65 Uniform Investment Adviser
- Series 7 General Securities Representative Examination
- Bachelors of Arts in Finance and Business from Concordia College
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- 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
- Arizona
- Florida
- Iowa
- Michigan
- Minnesota
- New Mexico
- North Carolina
- Oregon
- Tennessee
- Texas
- Utah
- Washington
- Wisconsin
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Cans Hunger - Berlin Food PantrySep 18, 2026, 4:00 PM UTC - Sep 18, 2026, 6:00 PM UTC
On Friday, September 18 from 11:00 a.m.–1:00 p.m., join us in making a meaningful difference in our community through the Thrivent "Cans" Hunger collection benefiting local organizations. Together, we can help provide much-needed items and support families facing food insecurity. For every non-perishable food item donated, the Thrivent Member Network - Wisconsin Upper Michigan Area will donate $3 per item up to $3,000.*What Items are most needed?Canned protein (tuna, chicken, ham, Spam)CerealCanned and boxed mealsMacaroni & cheesePasta and pasta saucesPeanut butter and jellySoupDrop off detailsLook for the Thrivent tent. The first 80 adults dropping off a nonperishable food donation will receive a sandwich from AJ's Riverside Coffee and a cookie from Baked: Cakes by Design compliments of Thrivent. Drop off your food donation, enjoy lunch and learn more about the great work the Berlin Food Pantry is doing to serve families in our community. Your donation—whether it’s canned goods, pantry staples, or other nonperishable items—will go directly toward helping neighbors in need. Every contribution, big or small, helps fill shelves, brings hope, and shows the power of generosity in action.No products will be sold.*One generosity multiplier per organization, up to a maximum of $3000.AJs Riverside Coffee 170 W Huron St, Berlin, WI
Tornado Relief EffortsAug 13, 2026, 6:00 PM UTC - Sep 28, 2026, 6:00 PM UTC
We need your help:1. Make a donation; Thrivent will boost it! Donate online to support disaster relief efforts. For every $2 you donate through Thrivent’s online giving platform to one of the organizations listed below, Thrivent will add $1*. Thrivent will also pay all the processing fees so 100% will go directly to the organization**.Community Foundation for the Fox Valley RegionConvoy of HopeUnited Way Fox Cities2. Apply to lead a Thrivent Action Team. Jump into action and lead a Thrivent Action Team with your friends, family and co-workers. Use promo code “Disaster 2026” and you will receive your kit within two business days of approval. Here are some ideas to get you started:Collect items for local food pantries.Start a fundraiser to send financial support to organizations helping with relief efforts.Lead a packing event to put together much needed cleaning supplies or hygiene kits.3. Direct Choice Dollars®️ If you are a Thrivent client with membership, direct your available Choice Dollars to organizations helping with Disaster Response.Disclaimers:*Thrivent will provide a $1 match for every $2 donated through this disaster response campaign. This match will run until the $60,000 cap is met or September 28, 2026, the sooner of the two. Donations must be made through Thrivent's online giving platform. Donations raised through this campaign will go towards the WI Tornado/Severe Weather Disaster Response. **Thrivent will pay up to $1,000,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.Thrivent Choice®️ is a fraternal activity that gives clients with membership a voice in Thrivent’s charitable giving. While members recommend organizations to receive funding, Thrivent maintains final authority over all charitable distributions. By participating, you agree to the program’s Terms and Conditions available at thrivent.com/thriventchoice.
Community Foundation for the Fox Valley Region Convoy of Hope United Way Fox Cities is neither endorsed by nor affiliated with Thrivent. For additional disclosures see, Thrivent.com/socialThrivent is coming alongside you to provide support to those affected by the devastating tornadoes.
Office location
Rothschild Location
411 Grand Ave Ste 200
Rothschild, WI 54474
Phone715-355-0605Fax715-355-9408HoursRothschild, WI 54474
M – F: 9 a.m. – 5 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
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