Financial Consultant
.Now, as a financial consultant, I’m able to live out my passion of helping others achieve their goals. And through my time in the industry, I’ve found that building lasting relationships with the people I serve is key to helping them succeed.
My wife, Sue, and I live in Gahanna and regularly attend Peace and St. Matthews Churches. I enjoy spending my free time with our four adult children and my grandkids, teaching them to fish and making memories at the lake together. I’m also an avid cyclist and enjoy supporting nonprofits of all kinds. I’m especially passionate about volunteering on Habitat and Thrivent Faith Builds projects, which has helped construct more than 25 homes in our local area.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- California(Insurance Lic. #4462362)
- Maine
- Michigan
- North Carolina
- Ohio
- Pennsylvania
- Tennessee
- Virginia
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.