Financial Consultant
.Tax Efficient Planning
Retirement Planning
Adam has been with Thrivent since 2003 after graduating Summa Cum Laude from Capital University with majors in Organizational Communication and Psychology. When not partnering with his clients to help them achieve their life’s purpose, Adam enjoys fishing and travel with his wife and their three children.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- California(Insurance Lic. #0I93610)
- Colorado
- Connecticut
- Florida
- Georgia
- Indiana
- Kentucky
- Maine
- Maryland
- Massachusetts
- Michigan
- Nevada
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Virginia
- Washington
- West Virginia
Insights
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2026! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Join us at an upcoming event
We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Washington Update
Oct 27, 2026, 11:30 PM UTCOnline Workshop
Creating a Comprehensive Strategy for Generosity and Stewardship with Chris Willard
Nov 5, 2026, 7:00 PM UTCLive Webinar | @National Christian Leader Webinar Series
Office location
Worthington Location
100 W. Old Wilson Bridge Rd Suite 101
Worthington, OH 43085
Phone614-396-4139HoursWorthington, OH 43085
M – Th: 9 a.m. – 5 p.m.
Friday: 9 a.m. – 3 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.