Wealth Advisor
.Charitable Giving /Philanthropy
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
I became a Wealth Advisor at Thrivent Financial because I wanted the challenge of helping people be wise with their money and achieve their goals all while working at a company that exists solely for the benefit of its members. I thoroughly enjoy the journey that I take with my clients as we sit down and evaluate their current financial situation, understand their goals and figure out how we are going to get there, wisely, together. For over two decades at Thrivent I have prided myself on continuing my professional education to ensure that I can be the best resource for my clients and guide them through challenging and sometimes confusing times in life to find a better place financially. I have earned a master’s degree in financial services and I’m also a CERTIFIED FINANCIAL PLANNER® professional. I’m married to my wife Louisa, a Kindergarten teacher in the Minnetonka School district and we have two children, Jack and Emmy. Marco and Parker are our family's yellow labs.
- On-call firefighter of the City of Golden Valley
- Board Member, Lake Minnetonka Chapter of Ducks Unlimited
- Volunteer Command Pilot, Angel Flight Central
- Volunteer Special Needs Scuba Diving Instructor, Diving a Dream
- Minnetonka High School
- Bachelor of Arts, Luther College, Decorah, IA
- Master of Science, The American College, Bryn Mawr, PA
- Certified Financial Planner ®
- Chartered Financial Consultant ®
- Chartered Life Underwriter ®
- Retirement Income Certified Professional ®
- Chartered Advisor of Philanthropy ®
- Life & Health Insurance Licenses
- FINRA Series 7 General Series Securities Representative
- Master of Science Financial Services
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Chartered Advisor in Philanthropy®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #4276598)
- Florida
- Illinois
- Iowa
- Louisiana
- Maryland
- Michigan
- Minnesota
- Montana
- Nebraska
- Nevada
- New Jersey
- New Mexico
- North Carolina
- Ohio
- Oklahoma
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Wisconsin
Insights
Office location
Minneapolis Location
701 Xenia Ave S Ste 550
Minneapolis, MN 55416
Phone763-746-3119HoursMinneapolis, MN 55416
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
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.