Financial Advisor
.Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
Matthew 5:16
Let your light shine before others, so that they may see your good works and give glory to your Father who is in heaven.
I'm proud to be a Thrivent Financial Advisor. I have been with Thrivent 22 years, married to my wife for 31 years this October, and have 2 wonderful children. I enjoy family outings, travel, fishing, and obstacle racing. I enjoying giving back to our community by supporting local nonprofits and partnering with local churches, participating in Thrivent Action Teams.
I specialize in the following:
- Education funding strategies.
- Retirement income planning.
- Retirement accumulation.
- Life Insurance.
- Investment planning.
- Risk Management.
- Income tax planning.
- Estate planning.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- California(Insurance Lic. #0F36849)
- Colorado
- Delaware
- Florida
- Georgia
- Illinois
- Maryland
- Michigan
- Minnesota
- Mississippi
- North Carolina
- South Dakota
- Texas
Insights
Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you: https://bit.ly/4o8K5hU
Exciting news! 🎉
Thrivent will provide an all-time high $605 million payout of dividends and nonguaranteed policy enhancements to clients with membership in 2027.
This is one of the meaningful ways we continue to deliver value to our clients, keeping them at the heart of everything we do.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
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.
