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
- North Carolina
- South Dakota
- Texas
Insights
firstcoastgroupnewsletter.pdf📖 Enjoy Our Latest Edition of the First Coast Group Connection!
The newest edition of the First Coast Group Connection is here! Take a few minutes to catch up on the latest news, community involvement, special events, member highlights, and the great work being done throughout our First Coast group.
We hope you enjoy reading and staying connected with all the exciting happenings in our community. Thank you for being part of what makes our group so special!
https://www.thrivent.com/literature/firstcoastgroupnewsletter.pdf
#FirstCoastGroupConnection #StayConnected #CommunityImpact #MakingADifference #FirstCoastGroup
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.
