Financial Advisor
.Higher Education Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
Personalized strategies for retirement, protection, and long‑term financial confidence—delivered with clarity and care.
I help individuals, families, and business owners make confident financial decisions by bringing structure and clarity to complex financial topics. Whether you’re planning for retirement, protecting your family, or navigating life transitions, my approach is focused on education, personalized guidance, and long‑term stewardship.
- Pre‑retirees and retirees seeking income clarity
- Families planning for long‑term care or special needs
- Business owners and professionals managing tax‑efficient wealth strategies
- Widows and widowers navigating financial transitions
Rather than one‑size‑fits‑all recommendations, financial planning should reflect your goals, values, and stage of life. My role is to help you understand your options and make informed decisions aligned with what matters most to you.
How I Help
- Retirement income and distribution planning
- Investment and asset allocation strategies
- Insurance and protection planning
- Long‑term care and legacy considerations
- Values‑based financial planning
Caring for a child or loved one with a disability or special needs introduces unique financial challenges. From coordinating care and managing medical costs to addressing considerations related to government benefit eligibility and planning for long‑term support, the process can feel overwhelming. We work closely with families to navigate these complexities with thoughtful guidance designed to provide clarity, confidence, and peace of mind.
Organizations we collaborate with through education and outreach
As a husband, a son, a brother, and father of three, I know how important family is. That is why I am committed to helping you protect yours. When you choose to partner with me, I treat you and your family like you are my own.
In my free time, I enjoy:
- playing guitar or drums
- playing sports or games with my kids
- golfing
- bowling
- trying new restaurants
- traveling
- anything with my family
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Colorado
- Kansas
- Missouri
- Oklahoma
- South Dakota
- Texas
Insights
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
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.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Playing for Something Bigger: An Exclusive Interview with Emily and Jesse ColeOct 7, 2026, 9:00 PM UTC - Dec 1, 2026, 5:59 AM UTC
You’ve probably seen them.The dancing players. The sold-out stadiums. The viral moments. The Savannah Bananas have become one of the most recognizable brands in sports by doing something simple—but powerful:They put people first.We recently sat down with Jesse and Emily Cole for a podcast-style conversation titled “Playing for Something Bigger.”While much of their story centers on reimagining baseball through Banana Ball, the conversation goes deeper.NOW READY!No products will be sold at this event. For additional disclosures, see thrivent.com/social.On-demand
Boo at the BallparkOct 31, 2026, 6:00 PM UTC - Oct 31, 2026, 8:00 PM UTC
Thrivent and KU have teamed up to provide the ultimate Jayhawk Halloween experience: Boo at the Ballpark.Bring the whole family down to Hoglund Ballpark to:- Play catch and interact with KU baseball players- Run the bases- Hear from Coach Dan Fitzgerald- Trick-or-Treat through the dugoutsParents, while your kids play, you can relax in the stands and watch "Playing for Something Bigger" on the scoreboard - Thrivent's exclusive interview with the co-founders of the Savanna Bananas, Emily and Jesse Cole.Bring your glove and test-run your costume before evening trick-or-treating!No products will be sold at this event. For additional disclosures, see thrivent.com/social.Hoglund Ballpark - 1545 Allend Fieldhouse Drive, Lawrence, KS 66045
Office location
Wichita Location
7340 W 21st St N Suite 104
Wichita, KS 67205
Phone316-400-2944HoursWichita, KS 67205
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