Bringing Business Experience to Financial Services

Being a serial entrepreneur over the last 25 years in the Financial Services and Hospitality Industry has given me a broad range of real-life business experience and financial knowledge.

Today, I am a Financial Advisor at Thrivent. Bringing my 25 years of experience helping businesses, individuals, families and business owners align their finances with their goals and their hearts.

Inspired by Family: Special Needs Financial Planning

I am married to Allison a cardiac cath Nurse and we are the proud parents of Sophia and Wyatt. We are extra blessed with our daughter Sophia as she was born with William Syndrome. You may ask "What is Williams Syndrome?"

Williams syndrome is a rare genetic disorder characterized by distinctive facial features, developmental delays, and cardiovascular issues, affecting approximately 1 in 10,000 to 18,000 births.

As a family with a special needs child, we firsthand understand the day-to-day weight of the blessing we were given. With the understanding of that blessing, I believe that every individual and family of a special needs child can benefit from an intentional, written financial plan rooted in their values and commitments. I am committed to helping my clients discover and pursue the next steps in their financial journeys with clarity and confidence.

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.