Wealth Advisor
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Since 2020, I have had the opportunity to help people navigate their financial journey. I have a history of making meaningful impacts in the financial lives of my clients through transparent, objective and holistic financial planning. Whether it be answering questions about investments, the different types of life insurance, tax law changes, how to save money for retirement or estate & legacy planning, I continue to be a financial resource for my clients. I have been immersed in Thrivent since the day I was born as my father has been an Advisor for this organization for over 30 years. I chose to come work for this extraordinary organization after graduation of college due to seeing over the years throughout my childhood all of the lives my father was able to positively impact through proper planning which I wanted to be a part of. Thrivent's values also align with the values with which I was raised. My goal is to learn what's most important to you and how we can work together to secure your financial future. Please give me a call today and let's discuss your financial vision.
I have years of experience helping clients meet and achieve their financial goals. I use this experience to provide hands-on, customized solutions while educating clients to make sound investment decisions for themselves and their families. I’m involved in every step of the process—from the initial gathering of information and creating solutions to providing recommendations and following up down the road, I will be there.
Over the years, I’ve been a guiding voice for clients through the many changes and challenges life can bring. I deeply value the relationships I’ve built and am always there for my clients when called upon. I take a special interest in tax-efficient planning and helping individuals and families plan for retirement and protect their estates, which is an increasingly difficult challenge today. I take pride in building lasting relationships that go beyond finances, helping my clients create a secure and fulfilling future.
Outside of the financial world, I enjoy golfing, running, and spending quality time with my wife, Deanna, and our two children, Hayden and Ashton.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Illinois
- Indiana
- Kentucky
- Maine
- Maryland
- Massachusetts
- Minnesota
- New Hampshire
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- Tennessee
- Texas
- Vermont
- Virginia
- Wisconsin
Insights
Office location
Agawam Location
67 Hunt Street Suite 203D
Agawam, MA 01001
Phone413-525-9165HoursAgawam, MA 01001
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.