Wealth Advisor
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Growing up in northern Minnesota, I always enjoying living here but loved going out and exploring other parts of the United States and eventually the world. I attended and graduated from Minnesota State Moorhead with a degree in Business Management and was then fortunate enough to land an opportunity to work in the Telecom field in New York City where I got to really learn how business functions!
I have been living in Grand Rapids and practiced as a Financial Advisor since January of 2003 and am extremely blessed to live where I’m close to family, enjoy the lakes and woods, and work in vocation where I can truly impact others’ lives.
My family consists of my wife Kari of 21 years, our daughter Ella who is entering her Senior year of high school and our son Bennett entering his freshman year at Grand Rapids High School. And don’t forget our Picardy Spaniel, Rosie!
As a family, we enjoy anything outdoors including any lake activity, skiing, tubing, boating and fishing; time in the woods hunting deer and grouse; taking annual road trips around the country.
Two of my core values are my Faith and my Family, which I carry into my Financial Advising practice. Expect the following three things when meeting with us:
1) We are going to take the time to listen to you and get to know you and your family.
- Financial Planning is very personal and requires special attention
2) We are going to ask questions and ask you to provide a complete picture of where you are financially and personally.
- It’s imperative that we are thorough and understand all the moving parts to help provide you with the best advice possible
3) Fun and laughter. We believe that working through your finances does not need to be rigid and boring. We will have serious conversations however we will also be having fun!
Our practice specializes in working with the following clients:
1) Individuals and couples who are within 10-15 years of retirement and are seeking a relationship with an Advisor and team that will guide through the intricacies of planning for educating your children, caring for aging parents and solidifying your own retirement plan.
2) Those who are already retired desire a relationship with an Advisor and Team to guide them through their retirement years!
3) Business Owners wanting guidance for themselves, their business and employees.
We look forward to meeting you soon!
- Bachelors of Business Management, Minnesota State University Moorhead
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Arizona
- Florida
- Michigan
- Minnesota
- North Dakota
- Texas
- Washington
- Wisconsin
Insights
Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations.
Find more ways to involve your family. ⬇️
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Office locations
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