Financial Advisor
.Tax Efficient Planning
Retirement Planning
My wife and I have been blessed with two daughters. As the girls grew up, we instilled in them the same values of honesty we were taught. When they were young, I was the sole financial provider for us. At that time, my commute was long, and gas was $4 a gallon. Gas and groceries went on a credit card for us to survive. I am so thankful that those debts have been paid, but I still remember the pain associated with not knowing how we would pay the bills.
I don’t want anyone I meet to feel the stress we experienced, and that’s why I’m so passionate about finance. I believe that with my licensing and 10+ years of experience, I am the right person to help you navigate all the financial challenges that will come your way. When you work with me, I will act in your best interest.
- FINRA Series 24 General Securities Principal
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Business Administration from York College Nebraska
- Bachelors of Business Administration/Management, York College
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 24 - General Securities Principal
- Arizona
- California(Insurance Lic. #4008881)
- Colorado
- Florida
- Iowa
- Kansas
- Nebraska
- New Mexico
- Oklahoma
- Oregon
- Texas
- Utah
- Washington
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