Financial Consultant
.Our business is built on personal care and individual treatment for every one of the clients that I am fortunate enough to work with. When we meet, I want to sit with you to celebrate what you have accomplished, mourn the losses that life brings, and understand who you are at your core so that there is no part of your financial plan that feels misaligned. With a background in profit and loss management for businesses, I am an expert in applying both the science and art of financial planning – while growing up with schoolteachers has taught me how to teach these principles functionally.
More important than any part of my work is my family. My wife, Tiffany, and I have a beautiful family with three girls and a boy. Living in Southern California means that our passions can take us from sea to summit in a day! Those include skiing, snowboarding, golfing, and riding an e-hydro foil. You may even see me cruising on my electric skateboard anywhere from T-Street to Huntington Beach!
I’ve built my business around my love for my family, my ability to be present as a father and husband with their place as my top priority and reason for everything.
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0F74291)
- Colorado
- Florida
- Idaho
- Iowa
- Massachusetts
- Minnesota
- Nebraska
- Nevada
- New Jersey
- North Carolina
- Oklahoma
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- Wisconsin
Insights
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
