Wealth Advisor
.Divorce Planning
Charitable Giving /Philanthropy
Farmers
Business Planning
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
Specializing in retirement income planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about most. My goal is to help you reach a place where you feel like you have enough for yourself – and to share.
I am married to my beautiful wife Shannon, and we have two children that we adore! We love living in Wisconsin and enjoy supporting local philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Kiwanis Club of Chippewa Falls, Chippewa Falls Elks Lodge, Hallie Optimist Club, Rotary Club of Chippewa Falls, Chippewa Falls Area Chamber of Commerce and other great organizations across the Chippewa Valley.
- Masters of Science - Financial Services with a Concentration in Legacy Planning, The American College of Financial Services
- Bachelor of Business Administration, University of Wisconsin - Eau Claire
- Wealth Advisor
- Securities Industry Essentials
- General Securities Representative
- Investment Company Products and Variable Contracts Limited Representative
- Investment Advisor Representative
- Master of Science in Financial Services - The American College of Financial Services
- Bachelor Degree in Entrepreneurship and Sales - the University of Wisconsin-Eau Claire.
- Life & Health Insurance Licenses
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- CERTIFIED FINANCIAL PLANNER™ designation (CFP)
- The Corporation for Long Term Care Certification (CLTC)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Fraternal Insurance Counselor (FIC)
- Chartered Advisor in Philanthropy (CAP)
- Accredited Estate Planner (AEP)
- Retirement Income Certified Professional (RICP)
- Behavioral Financial Advisor (BFA)
- Master of Science in Financial Services (MSFS)
- Certified Divorce Financial Analyst (CDFA)
- Accredited Asset Management Specialist (AAMS)
- Chartered Retirement Planning Counselor (CRPC)
- Certified Sales Student Certificate - the University Sales Center Alliance
- Advanced Business Communication Certificate - UW Eau Claire
- Information Systems Certificate - UW Eau Claire
- International Business Certificate - UW Eau Claire
- Leadership Certificate - UW Eau Claire
- Member, Bloomer Chamber of Commerce
- Member, Chippewa Falls Area Chamber of Commerce
- Thrivent Action Teams
- Chippewa Falls Elks Lodge
- Hallie Optimist Club
- Kiwanis Club of Chippewa Falls
- Rotary Club of Chippewa Falls
- Bachelors of Entrepreneurship, University of Wisconsin-Eau Claire
- Masters of Finance, American College of Financial Services
- Bachelors of Marketing, University of Wisconsin-Eau Claire
- Master of Science Financial Services
- Accredited Estate Planner®
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Chartered Advisor in Philanthropy®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Chartered Retirement Planning Counselor™
- Certified Divorce Financial Analyst®
- Behavioral Financial Advisor™
- Certified Exit Planning Advisor®
- Accredited Asset Management Specialist™
- Accredited Portfolio Management Advisor™
- Affirming Advisor™
- Series 7 - General Securities Representative
- Alaska
- Arizona
- Florida
- Georgia
- Indiana
- Michigan
- Minnesota
- Missouri
- Montana
- North Carolina
- Pennsylvania
- South Dakota
- Texas
- Virginia
- Washington
- Wisconsin
- Wyoming
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
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.
