Wealth Advisor
.Charitable Giving /Philanthropy
Estate Planning
Let's Put Your Plans in Motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
Specializing in:
- Retirement
- Income tax planning
- Investments
- investment planning
- Estate strategies
- Estate planning
- Goal planning
- Life Insurance
- Solutions for businesses
My Core Values and Guiding Principles:
- Faith
- Family
- Integrity
- Stewardship
- Health
My Family
My wife, Jenny and I live in Christmas, FL and have two sons, Gavin and Garet. I enjoy spending time with my family, fishing, golfing, woodworking, and outdoor activities. I attend and I'm a member of the Board of Directors of St. Luke's Lutheran Church and School Foundation.
Thanks for taking the time to read about my story. I'm here to help and look forward to serving you!
Proudly serving the residents of Oviedo, Winter Springs, Orlando and throughout the Central Florida area. Also licensed in the states of AL, CA, CO, GA, IL, IN, KS, NC, OH, OK, SC, TX, VA, and WA.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Alabama
- California(Insurance Lic. #0J01139)
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Kansas
- Michigan
- Minnesota
- Mississippi
- Missouri
- North Carolina
- Ohio
- Oklahoma
- South Carolina
- Texas
- Virginia
- Washington
Insights
Office location
Oviedo Location
2441 West SR 426 Suite 1061
Oviedo, FL 32765
Phone407-542-3986Fax407-542-3987HoursOviedo, FL 32765
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.