Financial Advisor
.Higher Education Planning
Women's Markets
Young Families
Retirement Planning
Business Owners
I’m proud to be a Thrivent financial professional. I am passionate about creating financial strategies - making a complex subject simple to understand and easy to implement. I also feel that each family, regardless of size or income, needs financial guidance.
As your guide in the process of defining and accomplishing your goals, there are a few values that permeate everything that I do:
Integrity through transparency
The importance of family
Proactive financial management
Creating a pathway to help achieve your goals
In all of this I will honor you, your goals, and what we decide is best for you and your family.
In my free time I love spending time with my family, kids, and grandkids. My wife and I also love visiting New Hampshire and spending time on Lake Winnipesaukee with our New England family. If I am not doing any of those things, you’ll find me on the golf course!
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 6 Investment Company/Variable Products Limited Representative
- FINRA Series 7 General Securities Representative
- FINRA Series 65 Uniform Investment Advisor
- Life & Health Insurance License in CA, AZ, OR, MA, NH, ME, SD
- Undergraduate Studies, University of Massachusetts
- American Cancer Society
- Habitat for Humanity, Orange County
- Not Indicated, Babson College
- Bachelors of Finance, Umass Boston
- Finance, Bryant University
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Wealth Management Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Alabama
- Arizona
- California(Insurance Lic. #4012222)
- Colorado
- Delaware
- Florida
- Georgia
- Idaho
- Illinois
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Nevada
- New Hampshire
- New Mexico
- North Carolina
- North Dakota
- Oregon
- South Dakota
- Tennessee
- Texas
- Virginia
- Wisconsin
- Wyoming
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