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
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
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.
The Washington UpdateOct 27, 2026, 5:00 PM UTC
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1Online Event
The Washington UpdateOct 27, 2026, 11:30 PM UTC
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1Online Event
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