Financial Consultant
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With over 20 years of experience serving the Pacific Northwest at Thrivent, I bring a deep commitment to helping clients build their financial future. Originally, my father invited me to join him in the business, but I was not ready. After some time working outside of Thrivent, I was able to observe the impact that my father and his financial advice had on the people of our community. I quickly developed a passion for serving others and have since dedicated my career to guiding individuals and families through every step of their financial journey.
My passion is helping others find the right financial strategy that works for them. I'm committed to helping my clients build a strong financial foundation whether they are in their early career, a young family, or preparing for retirement. Our team believes that this work is about so much more than the money. We take our clients through a holistic process so that we can offer comprehensive advice. We love and appreciate the opportunity to help you with your goals, money, and future.
I am a CERTIFIED FINANCIAL PLANNER™ professional and strive to continue learning new practices and strategies to better serve clients. It is important to me that continuous improvement and education impact the work we do together.
I enjoy working with my clients and getting to know them on a professional and personal level. I know that time spent with clients is far more effective if I know and understand my clients' lives and their needs.
My wife, Sarita, sons, Evan and Cody, and I live in Eastern Washington and love exploring the beautiful Pacific Northwest. We enjoy camping, backpacking, skiing, and road trips.
- CFP® (CERTIFIED FINANCIAL PLANNER®), a designation granted by the Certified Financial Planner Board of Standards, Inc.
- ChFC® (Chartered Financial Consultant®), a designation granted by the American College, Bryn Mawr, PA.
- FIC, Fraternal Insurance Counselor
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 7 General Securities Representative
- Life and Health Insurance License
- Bachelor of Arts in Business Administration, Washington State University
- Current Scoutmaster of my sons’ Boy Scout Troop
- Supporter of Cancer Can’t
- Active member of Holy Cross Lutheran Church
- Washington State University Alumni Association
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Alaska
- Arizona
- California(Insurance Lic. #0F11375)
- Hawaii
- Idaho
- Montana
- Nevada
- Oregon
- South Dakota
- Texas
- Virginia
- Washington
Insights
Office location
Spokane Location
10220 N Nevada St Ste 40
Spokane, WA 99218
Phone509-467-1320HoursSpokane, WA 99218
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
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.