Financial Consultant
.Tax Efficient Planning
Retirement Planning
With Our Team Practice, We Help People Find Financial Clarity
Life is full of important decisions, and planning for your financial future can feel overwhelming. That’s why we’re here—to help you answer the questions that matter most. Here are some of the top questions our clients ask us today:
- .How do I adjust my retirement plan for market volatility and economic uncertainty?
- .When should I start drawing Social Security—and what strategy maximizes my benefits?
- .How do I protect my portfolio against inflation and rising interest rates?
- .Should I pay off my mortgage or keep investing?
- .Is a Roth conversion right for me—and how do I diversify for tax efficiency?
- .How will taxes impact my retirement income and estate plan?
- .What strategies can help me leave a lasting legacy for my family and favorite causes?
- .How do I integrate charitable giving or digital assets into my financial plan?
- .What steps should I take to prepare for unexpected life events like disability or premature death?
If any of these questions—or others—are keeping you up at night, let’s connect and create a plan that gives you confidence and clarity.
- Certified Financial Planner Professional (CFP)
More information at Why Choose a CFP® Professional
- Retirement Income Certified Professional (RICP)
An RICP® specializes in the complexities of:
Income planning
Social Security claiming
Asset management and wealth transfer
Long-term care planning
Life insurance
Business succession planning
More information at Why You Need an RICP® - Why RICP
As a life-long learner, I truly enjoy hearing the sage advice and life lessons from my more experienced clients and then sharing that wisdom (along with encouragement) with my younger clients. Despite an ever-changing world, the principals of biblically-wise counsel stand firm.
I have always enjoyed investments and planning, and anyone who knows me also knows that I love spreadsheets! These interests brought me to this career in 2007. As a Christian, there is no better place than Thrivent to allow me to express my faith and talents while helping others connect their faith and finances for good.
I enjoy spending time with my wife (Tracie) and two children (Andrew and Ellie), travel, movies, football, hunting, and hobby farming. I attend Friendship Lutheran Church of Joy in Champaign. My favorite quote is: “Until you figure out the destination, any path will do” (Michael Hyatt), and my favorite Bible verse is Jeremiah 29:11.
- CERTIFIED FINANCIAL PLANNER®
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Arizona
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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.