Financial Consultant
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I have always wanted to serve people. I started out studying to be a pastor but came to realize I didn’t want to preach but did enjoy guiding and helping people. After much reflection I discovered that helping people with their financial future was a great fit for me. I decided to combine my background in faith and finances to become a Certified Kingdom Advisor(R) — a designation which integrates faith and finances and through training, allows me to provide biblically wise financial counsel.
I love helping people put together their financial puzzles. We all have financial puzzle pieces all over the place and most often we don’t know how they relate. My great joy is to show people how the pieces relate, find the gaps, and help to fill them. I enjoy helping others navigate their values, priorities, and goals to guide them towards financial choices that will help them live the life they want today and tomorrow.
No matter what stage of life you are in I can help guide you to the financial future you are looking for. For MORE DETAILS visit the SOLUTIONS page of my site.
My wife, Jill and I have been married for 22 years and have three amazing boys Isaiah (16), Liam (14) and Elijah (12). We have a very relaxing, quiet, and full of laughter home. Our boys keep us laughing all the time. I grew up in California but have lived in Missouri for 21 years, spending the last 15 years in O’Fallon. When I am not working, I enjoy dabbling in woodworking, camping, hiking, goofing off in my Mano Tango Jeep and binge-watching The Andy Griffith Show.
Spending time with family is very important to me. That is why I look forward to taking our annual family vacation each fall to Hilton Head Island. I also enjoy playing games and traveling with family. A family that plays together stays together after all.
I think it is important for all of us to give back and help where we can. That is why I enjoy being part of any Thrivent Action Team planned by my clients or organization that supports Christian music, or veterans.
I am also passionate about the efforts of the following organizations:
Children’s Tumor Foundation – Day in and day out, we’re picturing a world without NF (Neurofibromatosis). Our Mission: Drive research, expand knowledge, and advance care for the NF community. Our Vision: End NF.
To learn more visit: https://www.ctf.org/
Hearts & Hope for Uganda– Hearts & Hope is a 501(c)3 nonprofit organization committed to helping the poor and vulnerable in Uganda. Through long-term partnerships, we seek to develop relationships that create hope & transform lives.
To learn more visit: https://www.heartsandhope.org/
F3 Nation: F3 is a national network including 2,834 free, peer-led workouts for men in 191 regions. Our mission is to plant, grow and serve small workout groups for men for the invigoration of male community leadership.
To learn more visit: https://f3nation.com/
- Fraternal Insurance Counselor
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Colorado
- Florida
- Illinois
- Kansas
- Missouri
- Nevada
Insights
Office location
St Charles Location
1144 S. Benton Ave.
St Charles, MO 63301
Phone636-493-9220 ext. 104Fax877-200-8773HoursSt Charles, MO 63301
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