Financial Advisor
.Tax Efficient Planning
Retirement Planning
Business Owners
I'm proud to be a member of the Thrivent team since 2018. My passion centers around empowering my clients to pursue their financial dreams, no matter how big or small. I realize that finances can be emotional, and making decisions that are consistent with your values is one of the most difficult parts of achieving long-term financial goals. The good news is that I'm here to help with that! Working together with me as a guide, my clients feel more confident that they are progressing towards their financial goals while still honoring what is most important to them.
I have a passion for working with clients to meet their retirement and estate planning goals. This is why I chose to obtain my Retirement Income Certified Professional and Certified Financial Planner designations. All that we do is to impact our clients in a positive way to help advance God’s Kingdom.
Outside of the office, I stay busy with family, friends, and being active within our church. My wife, Amber, stays home and homeschools our three children. Grant, Avery, and Lane all enjoy playing outside, swimming, and watching movies. I try to spend as much time as I can with them. In my spare time, I enjoy playing basketball and watching sports on tv. I am an avid Husker sports fan. Go Big Red! We try to get to a few games each year and watch the rest with friends and family. We attend Two Pillars Church in Lincoln. We are grateful to God for all he has blessed us with and enjoy learning more about him and the beautiful planet he has created.
Mission:
- Enhancing the Retirement Experience to Advance the Kingdom of God
Values:
- Simplicity: Turning the Complex into Sustainable Growth for a Lifetime
- Flexibility: Adjusting Through Setbacks to Breakthroughs
- Action: Money in Motion Stays in Motion
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Investment Adviser Law
- Life & Health Insurance Licenses
- Retirement Income Certified Professional
- Certified Financial Planner
- Bachelor of Science, Business Management, Northwest Missouri State
- Master of Business Administration, Northwest Missouri State
- Bachelors of Business Management, Northwest Missouri State University
- Masters of Business Administration/Management, Northwest Missouri State University
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Colorado
- Iowa
- Kansas
- Missouri
- Nebraska
- Oregon
- South Carolina
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.