Financial Associate
.Tax Efficient Planning
Retirement Planning
Business Owners
I am a fully licensed Financial Advisor in the Northeast. When I joined Thrivent in 2012, I came from many years in public ministry as a pastor and denominational leader in the Assemblies of God. Service is in my DNA, and I know how to help Ministry Professionals, local Churches and non - profit organizations build actionable plans
I am blessed to be celebrating more than 40 years of marriage to my wonderful wife, Cheryl. We have three grown sons and 6 grandchildren together and enjoy spending time with them, traveling the country, spending time on the Jersey shore, and serving our community in many volunteer activities.
- Bachelors of Human services, Southeastern University
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Connecticut
- Delaware
- Florida
- Georgia
- Indiana
- Massachusetts
- Missouri
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Virginia
Insights
Office location
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
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