Education and Accomplishments
CERTIFIED FINANCIAL PLANNER™ -The CFP Board.
Chartered Financial Consultant, (ChFC),American College.
Chartered Advisor for Senior Living,(CASL)American College.
Retirement Income Certified Professional, (RICP)American College.
Certified in Long Term Care-(CLTC).
FINRA Series 7 General Securities Representative.
FINRA Series 66 Uniform Combined State Law.
Life & Health Insurance License in AK, WA, MT, AZ,SD,NE.
B.S. in Ag and Resource Economics, University of Arizona, Tucson, AZ. General Business Administration Minor.
Financial Professional with Thrivent since 2004.
Eagle Scout.
Dedicated Planning Services / Financial Product Solutions
I specialize in the following:
- Investments and wealth management.
- Retirement planning.
- Retirement income planning and social security claiming choices.
- Pension decisions.
- Executive Compensation decisions and planning.
- Education funding strategies.
- Estate strategies.
- Life insurance and wealth transfer.
- Long Term Care Insurance and Elder Care Planning.
- Tax strategies for investing.
- Charitable giving strategies.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
