Financial Consultant
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I believe God has entrusted us with the gifts of time, talents, and treasures and that faithful stewardship of these gifts is both a calling and a responsibility. My mission is to help individuals, families, and organizations along the Front Range and beyond align creative and strategic financial planning with their goals, creating lasting impact for themselves, their communities, and future generations.
I entered the financial services space with Thrivent in 2019 after talking to a local Thrivent financial advisor to help my wife, Ellie, and I get started on our own financial plan. As I saw and felt the positive impact that these conversations had on our current situation and future outlook, it was clear that this career path was my calling.
I am husband to my wife, Ellie, and dad to our daughters, Heidi and Hanna. I serve on the board of The Community Roundtable, supporting Christian non-profit ministries throughout the Pikes Peak region. When I’m not working or with my family, I enjoy connecting with the Colorado Springs community, exploring local hiking trails, and summiting Colorado 14ers. When on the trail you’ll find me with my Goldendoodle, Bristol, by my side.
I enjoy the challenge of crafting a personalized plan for individuals, families, and organizations that reflects their values, goals, and purpose.
My areas of specialty are:
Helping young families get started on their planning: reducing debt; proper insurance coverage; Saving for future goals
Tax planning and retirement income planning
Generosity planning and philanthropic achievement with donors and non-profit organizations
Retirement plans for non-profits and churches
I graduated from Wartburg College in Waverly, Iowa, with a degree in history and earned the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services in 2021.
I look forward to connecting with you soon!
My process is designed to help you gain clarity, make informed decisions, and stay aligned with what matters most to you. We begin with a structured conversation focused on understanding your priorities, values, and overall financial picture. We’ll review key details, identify opportunities or gaps, and clarify what you want your plan to accomplish. This foundation helps ensure we’re aligned and sets the stage for a strong, long‑term partnership.
From there, our work continues through the implementation of the strategy. Through continued meetings, we’ll track progress, adjust strategies as life changes, and revisit goals as your life changes.
By combining face-to-face conversations with advanced planning technology, my role is to educate you on your options, empower you to make the best decisions, and guide you through the planning process.
- Bachelors of History, Wartburg College
- Chartered Advisor in Philanthropy®
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Alabama
- Alaska
- Arizona
- Arkansas(Insurance Lic. #19025423)
- California(Insurance Lic. #4192930)
- Colorado
- Connecticut
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- South Dakota
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Wisconsin
- Wyoming
Insights
Office location
Colorado Springs Location
8610 Explorer Dr. Suite 135
Colorado Springs, CO 80920
Phone719-377-4951HoursColorado Springs, CO 80920
M – TH: 9:00 AM - 5:00 PM
F: 9:00 AM - 1:00 PM
And by Appointment
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