Financial Advisor
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My wife, Amy, and I moved to Tacoma to attend Pacific Lutheran University almost 30 years, and have lived in Tacoma ever since. We have been happily married for 23 years. We’re the parents of three wonderful children, who attend Central Washington University, Stadium High School, and Hilltop Heritage Middle School. We have been very involved in the Hilltop area of Tacoma and our church community, where we have helped lead youth ministry, supported families involved with foster care, mentored teens, taught kids church, and hosted a weekly community group in our home.
I am so thankful to have a career that is also a calling. Everyone has financial goals and needs, and those needs change as they enter into new seasons of life. I love that my job allows me to walk with people through these different stages, and help them navigate complicated and sometimes daunting financial aspects of their lives. I help people identify their goals, and help provide a plan to accomplish their dreams.
I love that Thrivent believes that money is not a goal – but a tool – that allows people to live life with greater purpose and to focus on things that matter most. Generosity is a core value at Thrivent, and I love getting to see clients giving back to their communities and living generously.
The very first meeting consists of getting to know our clients – discovering who they are, what their goals are, and identifying their values.
We then take our clients through a process of identifying their goals in more detail, and determining what aspects of a plan are already in place.
After reviewing data and creating a comprehensive financial plan, we make recommendations to our clients, and they choose the path they would like to take moving forward.
- Masters, Faith Seminary
- Bachelors of Sociology, Pacific Lutheran University
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- Minnesota
- Montana
- South Carolina
- Washington
Office location
Federal Way Location
2505 South 320th Street Ste 200
Federal Way, WA 98003
Phone253-369-5280HoursFederal Way, WA 98003
M – F: 9 a.m. – 5 p.m.
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