Wealth Advisor
.- Married to Melissa since 1993 (she says that most of that time has been happy for her)
- I have two daughters in their early 20’s who are beginning to realize that I wasn’t as dumb as they thought I was when they were teenagers.
- My first 11 years with Thrivent were in Southern California (I'm of Norwegian heritage so my tan went away quickly)
- Moved back to Wisconsin in 2003 after our second daughter was born
- Proud owner of two shares of the Green Bay Packers
- I'm 6'7" tall, so you won't see me driving around in a Ford Fiesta (and yes, I did play basketball ... and tennis)
- The first time I went golfing with my wife, I hit my first and only hole-in-one on the second hole we played
- I don't have gray hair ... it's "platinum blonde"
- Member of Good Shepherd Lutheran Church and sing/play keyboards for their praise band at the 10:00 AM service at the Verona, WI Campus on Hwy PD
- 2017 Inductee into the Thrivent Financial Hall of Fame
- 1992: Luther College (Decorah, IA): Math, Management
- 1988: McFarland High School (McFarland, WI)
- Good Shepherd Lutheran Church
- Life 102.5
- Luther College in Decorah, Iowa
I graduated from the University of Wisconsin – Madison with a degree in Personal Finance focused in Financial Planning.
I love spending time with my cats, Finley and Fish, and my friends and family.
I’m a huge Badger fan. On Wisconsin!
I enjoy being active, reading a good book, being outside, and exploring new places.
I grew up in Wisconsin and I graduated from the University of Wisconsin-Madison with a degree in Kinesiology.
In my free time, you’ll usually find me mountain biking, rock climbing, skiing, or planning my next camping trip. I’m happiest outdoors, especially if there’s a campfire involved!
I'm a Minnesotan with your typical bad accent.
I enjoy being creative and love anything competitive.
When I'm not working, you'll find me on a basketball court cheering on my girls or on a hike somewhere in nature.
Born & raised in Indiana – Hoosier for life (go IU!)
Moved with husband and three small kids (who are now all adults) to Madison in 2003
Love a hand-written note
Want to make me happy? Take me to see a lake/river/ocean
- Master of Science Financial Services
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certified Investment Mgmt Analyst®
- Behavioral Financial Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- Arkansas(Insurance Lic. #361005)
- California(Insurance Lic. #0B02319)
- Colorado
- Florida
- Georgia
- Hawaii
- Illinois
- Indiana
- Iowa
- Louisiana
- Maine
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Nevada
- New Mexico
- Ohio
- Oklahoma
- Oregon
- South Carolina
- Tennessee
- Texas
- Vermont
- Virginia
- Washington
- Washington DC
- Wisconsin
Insights
Office location
Madison Location
708 Heartland Trl Ste 2800
Madison, WI 53717
Phone608-824-3503Fax877-206-1681HoursMadison, WI 53717
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.