Financial Advisor
.Tax Efficient Planning
Retirement Planning
I’ve spent my entire career in financial services and have been with Thrivent since 2008. Investment management and retirement planning are passions of mine and I enjoy using my knowledge and experience to help my clients achieve their goal of a secure retirement. It is gratifying to build relationships and be a resource for them on their journey. My wife, Becky, and I live in Avon with our two children, Samantha and Will. I am a graduate of Lutheran High School West in Rocky River and Miami University in Oxford, OH. I spend much of my free time coaching and watching youth sports, as well as watching Samantha compete in horseback riding shows.
- Wealth Management Certified Professional (WMCP®)
- Retirement Income Certified Professional (RICP®)
- FINRA Series 7 - General Securities Representative
- FINRA Series 66 - Uniform Combined State Law
- Life and Health Insurance Licenses
- Bachelor of Science Degrees in Finance and Management Information Systems from Miami University
Check out the impact we have made in the community!
- Bachelors of Finance, Miami University-Oxford
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Wealth Management Certified Professional®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #4136889)
- Florida
- Georgia
- Illinois
- Michigan
- Missouri
- North Carolina
- Ohio
- Pennsylvania
- Virginia
Insights
November 2026 Market Update: Bonds rally on AI anxietyWhat happens when enthusiasm around AI meets questions about valuations and returns? In Thrivent's November Market Update, we look at how AI investment is supporting U.S. economic growth, why stocks encountered some turbulence and what drove the recent rally in high-quality bonds.
Charitable trusts: pros, cons, and which type is right for youNot all charitable trusts work the same way. A charitable remainder trust provides income to you or another beneficiary first, with remaining assets eventually going to charity. A charitable lead trust essentially reverses the order, providing support to charity first, with remaining assets going to noncharitable beneficiaries.
If you’ve ever wondered how charitable trusts work or how the different types compare, this may be a useful place to start. ⬇️
https://www.thrivent.com/insights/generosity-giving/what-are-the-different-types-of-charitable-trusts
How to donate to charity in your willIncluding a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will. ⬇️
Office location
Westlake Location
26040 Detroit Rd Ste 4
Westlake, OH 44145
Phone440-455-9695Fax877-206-3485HoursWestlake, OH 44145
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