Area Vice President
.Special Needs Planning
I’ve worked for Thrivent for more than 20 years, but I’ve been a Thrivent Financial member for much longer. My career with Thrivent has provided for our family and allowed my wife to stay home to raise our daughter. Our daughter is a competitive figure skater and my career at Thrivent has helped her follow her passion by providing us the financing, flexibility, and freedom to support her along the journey. At Thrivent we’re more than just a Fortune 500 Financial Services Company. We help our members live out their dreams. God, Family, then Business is what we believe.
- BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, UNIVERSITY OF FLORIDA
- STATE LIFE & HEALTH INSURANCE LICENSES
- SERIES 7 & 66
- FRATERNAL INSURANCE COUNSELOR
- BEHAVIORAL FINANCIAL ADVISOR™
- CERTIFIED KINGDOM ADVISOR®
- CERTIFIED FINANCIAL PLANNER PROFESSIONAL®
- CFP®, CKA®, BFA™, ChSNC®, CLTC®, FIC
- PRIVATE PILOT with a MULTI-ENGINE RATING
- Bachelors of Business Administration/Management, University of Florida
- CERTIFIED FINANCIAL PLANNER®
- Chartered Special Needs Consultant®
- Certified Kingdom Advisor®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 24 - General Securities Principal
- Alabama
- Alaska
- Arizona
- Arkansas(Insurance Lic. #3693189)
- California(Insurance Lic. #0F02870)
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington DC
- West Virginia
- Wisconsin
- Wyoming
Insights
Office location
Jacksonville Location
4887 Belfort Road, Suite 109
Jacksonville, FL 32256
Phone904-545-0645HoursJacksonville, FL 32256
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
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.