Financial Advisor
.
Finance has always been a passion of mine. I was raised on Dave Ramsey's envelope system and I saw how that transformed our finances and reshaped my goal of financial security. What I love most about this work, is that I get to spend time hearing people's stories, solving problems, and building long-lasting relationships.
My mission is to encourage families in the Colorado Springs area to get their money to work for them, while providing clarity and confidence around retirement income and investments. I'm a Colorado Springs native. It’s the place my wife Katie, our daughters Lainey & Hallie, our dogs Rhodey & Dawson, and I enjoy work, family, and building community. Katie and I met while attending a retreat with Campus Crusade in college. We enjoy snowboarding, hiking, and golfing.
We're a comprehensive financial service firm that focuses on retirement income, investment, tax efficiency and estate planning. What is most fulfilling about this career is hearing my client's stories, solving problems, and building long-lasting relationships.
As a Financial Advisor at the Peak Legacy Group, I saw an opportunity to affect change across generations with sound financial advice while guiding our clients toward good stewardship. Our aim is to provide clarity in your situation, reduce financial stress and uncertainty, and put time back into your retirement for your priorities and passions.
Through planning, we answer questions like "Am I on track to retire?" "Can I retire early given my current savings". Even questions you didn't even know you had, "What are my biggest risks or things that will derail my plan?" "Am I still working because I feel like I have to or do I genuinely like what I do?"
Here are a few items that we can explore:
Retirement Income
Wealth Management
- Custom Portfolios
Life Insurance
- Personal
- Business
Tax Efficiency
- Tax-Loss Harvesting
- Roth Conversions
- Business Sale
Estate & Wealth Transfer Strategies
Charitable Giving
- Donor Advised Funds
Thrivent offers financial support to our members to benefit organizations they're passionate about in their communities. Ask Andrew what it takes to become a member.
"All you can take with you is that which you've given away" - Peter Bailey. It's a Wonderful Life
Organizations Andrew likes to support:
- Life Network
- Campus Crusade
- Habitat for Humanity
- Bachelors of Finance, University of Colorado Colorado Springs (UCCS)
- Fraternal Insurance Counselor Fellow
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4582655)
- Colorado
- Florida
- Iowa
- Missouri
- New Mexico
- Ohio
- Oklahoma
- South Carolina
- Texas
- Utah
- Wisconsin
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.
How to donate to charity in your willIncluding a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will. ⬇️
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
Office location
Colorado Springs Location
13710 Struthers Rd Suite 120
Colorado Springs, CO 80921
Phone719-337-5708HoursColorado Springs, CO 80921
Monday - Thursday: 9:00 am - 5:00 pm
Friday: 9:00 am - 3:00 pm
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