Wealth Advisor
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I'm proud to be a Thrivent financial professional. Since 2003, I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
- I am a CERTIFIED FINANCIAL PLANNER™ professional and am called to take a holistic, personalized approach when working with you. I strive toward helping you create a dedicated plan with consideration to all facets of your financial life.
- My Retirement Income Certified Professional (RICP) designation enables me to guide retirees and near-retirees toward effectively managing their accumulated retirement assets to avoid prematurely running out of money in retirement and to establish a realistic budget that can sustain a comfortable retirement lifestyle.
- My Fraternal Insurance Counselor Program (FIC) designation has prepared me to thoroughly explore a client's needs, using a consultative approach prior to making suitable product recommendations.
Outside of work I enjoy spending time with my wife Kara and my two children. Hiking, mountain biking, reading, sport tournaments and traveling fill up our weekends. Sunday mornings you will typically find our family serving and attending Eagle Brook Church in Rochester.
- BA from St. Olaf College
- MA from Saint Mary’s University
- CFP®: CERTIFIED FINANCIAL PLANNER™
- FIC: Fraternal Insurance Counselor
- FINRA Series 7
- FINRA Series 66
Young Life-Currently serve on the Rochester Young Life Board, and helped to bring Young Life back to Rochester in 2020.
Check out their website here:
https://ylrochestermn.younglife.org/
Inheritance of Hope-Volunteer on Legacy Retreats to help young families going through the loss of a parent.
Check out their website here:
https://inheritanceofhope.org/
Eagle Brook Church Rochester-currently serve on our set-up/tear down team, but have also served in greeting and hospitality teams.
Check out their website here: https://eaglebrookchurch.com/location/rochester/
Our office uses Action Teams to support local causes like the Felidae Resource Room at Willow Creek Middle School and the Jeremiah Program in Rochester.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Alabama
- Arizona
- Arkansas(Insurance Lic. #7864305)
- Colorado
- Florida
- Illinois
- Indiana
- Iowa
- Maine
- Massachusetts
- Minnesota
- North Carolina
- South Carolina
- South Dakota
- Texas
- Wisconsin
Insights
Office location
Rochester Location
975 34 Ave NW Suite 301
Rochester, MN 55901
Phone507-424-2336Fax866-350-8715HoursRochester, MN 55901
M – Th: 9 a.m. – 4 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.