Financial Advisor
.Armed Forces & Veterans
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I work with individuals and families who value faith, service, and careful stewardship of what they have been given. My approach is rooted in Christ‑centered stewardship, guided by care, discipline, and a strong sense of responsibility. I serve clients across New Mexico, including Albuquerque, Rio Rancho, Santa Fe, the East Mountains, and high desert communities throughout the state.
For many people I work with, values shape how they think about money, family, and the future. Financial planning is not the goal. It is a tool to help you make wise choices, stay grounded, and support the life you want to live over time. My role is to act as a guide, helping you think clearly and move forward with confidence in a way that fits your life and priorities.
Veterans and military families are an important part of my practice. I work with many clients who value service, duty, and long term thinking. These families often want straightforward guidance from someone who understands the weight of responsibility that comes with those values.
After retiring from the U.S. Navy following 20 years of service as a Chief Petty Officer, I knew my next chapter needed to have real purpose. During my time in the Navy, one of the most meaningful parts of my work was helping young Sailors understand finance, investing, and making good life decisions early in their lives. That experience, along with a desire to keep serving others, led me to become a financial advisor. I bring that same steady, practical mindset into my work with clients today.
I am based in New Mexico and closely connected to the communities I serve. I work with families throughout Albuquerque, Rio Rancho, Santa Fe, Farmington, Ruidoso, Alamogordo, Las Cruces, the Sandia area, and the East Mountains, I also work with clients in Southern California and West Texas. Whether meeting in person or working together virtually, I focus on building long term relationships grounded in trust and clear communication.
Outside of work, I value balance and time with family. I enjoy CrossFit, hiking throughout New Mexico, and spending time outdoors. One of my favorite hobbies is off‑roading in my Can‑Am, exploring remote trails and open terrain when time allows. Most of all, I value time with my wife, Jona, and our two children, Analeigh and Dylan. Family time, whether close to home or out exploring, plays a big role in how I think about priorities and planning for the future.
If you value thoughtful planning, clear guidance, and a relationship built on trust over time, we may be a good fit.
- Masters of Business Administration/Management, Hawaii Pacific University
- Bachelors of Finance, Hawaii Pacific University
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- California(Insurance Lic. #4455573)
- Michigan
- Minnesota
- New Mexico
- Texas
Insights
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Disability insurance: What it covers, exceptions & alternativesYour income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times.
Together, we can discuss how adding coverage can fit into your current financial plan.
Office location
Albuquerque Location
7620 Jefferson Street Northeast Suite 3
Albuquerque, NM 87109
Phone505-271-0065HoursAlbuquerque, NM 87109
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