Wealth Advisor
.Higher Education Planning
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
Born and raised in St. Louis, MO, I moved to California to attend college at USC through the Marshall School of Business. Following a couple summers interning with Thrivent, I realized how much I enjoy helping people create a financial road map while having conversations around their faith and values, and I became a Wealth Advisor with Thrivent upon graduating in 2006. After having offices in Signal Hill and Long Beach, I now office in Lakewood.
I've been married to Christi since 2013, and together we have two boys. Oliver was born in 2015 and Martin was born in 2018. We live in Lakewood and are active members of Bethany Lutheran Church in Long Beach. I enjoy family outings, traveling, camping, snowboarding, playing card and board games, and playing/watching sports. I also coach my sons' Little League teams.
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Science in Business Administration, University of Southern California
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Certified Kingdom Advisor®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Alabama
- Arizona
- California(Insurance Lic. #0E82680)
- Colorado
- Florida
- Georgia
- Idaho
- Illinois
- Kansas
- Maryland
- Michigan
- Minnesota
- Missouri
- Montana
- Nebraska
- Nevada
- New Mexico
- North Carolina
- Oregon
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- Washington DC
Insights
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.
Thrivent Action TeamsMay 23, 2025, 4:00 PM UTC - Jan 1, 2027, 12:00 AM UTC
Make a difference in your community, with your community! Supporting your community is easy with Thrivent Action Teams. Apply to lead a group in a fundraiser, educational event, or service activity. Then, gather a team of volunteers to make an impact together. Thrivent provides a customized kit of resources, along with up to $250 of seed money, to kickstart your project. Your team provides the passion to bring it to life. To learn more, visit our website at www.thrivent.com/actionteams or click on the REGISTER button to visit the Thrivent Action Team page on Thrivent.com.No products will be sold. For additional disclosures, see thrivent.com/socialIn your community
Thrivent Choice®May 23, 2025, 4:00 PM UTC - Jan 1, 2027, 12:00 AM UTC
The Thrivent Choice program gives eligible Thrivent members the power to recommend where some of Thrivent’s charitable outreach funds are distributed, using a vehicle called Choice Dollars®️. Making a measurable difference since its inception in 2010, Thrivent has provided more than $490 million in charitable outreach funds through Thrivent Choice, to help support the initiatives of churches, educational institutions, and other nonprofit organizations.Thrivent Choice provides an online giving platform where persons can make personal donations. And Thrivent pays the processing fees, so 100% of the donation goes to help make an impact.*Check out the extensive list of eligible nonprofit organizations in the Thrivent Choice catalog at www.thrivent.com/choicedollars. Don’t see the organization you wish to support? Thrivent members can nominate churches and nonprofit organizations for inclusion in the program!To direct, donate, or learn more visit our website at www.thrivent.com/choicedollars or click on the REGISTER button to visit the Choice Dollars page on Thrivent.com* Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.The Thrivent Choice®️ charitable grant program engages Thrivent members in providing grants that support charitable activities, furthering Thrivent's mission and its purposes under state law. All grant decisions, including grant recipients and amounts, are made at the sole discretion of Thrivent. Directing Choice Dollars®️ is subject to the program's terms and conditions available at thrivent.com/thriventchoiceNo products will be sold. For additional disclosures, see Thrivent.com/socialStrengthening communities. Changing lives.
Office location
Lakewood Location
4010 Watson Plaza Dr Suite 270
Lakewood, CA 90712
Phone562-981-1358 ext. 2Fax877-909-5481HoursLakewood, CA 90712
M – F: 8:30 a.m. – 4:00 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.