Financial Consultant
.I serve on the Board of Directors for the Wausau Conservatory of Music and the Central Wisconsin Educational Theater Alliance. Lisa and I are volunteers with Habitat for Humanity in the local area and have participated with Habitat International with builds in El Salvador and Warsaw, Poland.
- Series 65 Uniform Investment Adviser
- Series 7 General Securities Representative Examination
- Bachelors of Arts in Finance and Business from Concordia College
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- Florida
- Iowa
- Michigan
- Minnesota
- New Mexico
- North Carolina
- Oregon
- Tennessee
- Texas
- Utah
- Washington
- Wisconsin
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Market & Economic UpdateOct 13, 2026, 4:30 PM UTC
Are the current markets making you wonder how to best navigate your financial strategy?Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.Register to attend the event or receive a recording.No products will be sold. 5688040.3Virutal
Leaving a Thriving LegacyOct 20, 2026, 4:30 PM UTC
We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:• Estate planning documents everyone should have• SECURE Act 2.0 and its impact on retirement accounts• The purpose and role of a will • Estate taxes and annual gifting limits• How the probate process works• Advantages of naming beneficiaries on accounts• Long-term care planning: costs and options• Charitable giving strategies and opportunities• How qualified charitable distributions (QCDs) work• Life insurance: Creating stability for every stage of lifeThis event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.Special guest speaker: Eric W. Bilger, FIC Financial Advisor, Thrivent2 Sessions: 11:30 a.m. & 6:00 p.m.No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures. 31374FB N12-25Virtual
Office location
Rothschild Location
411 Grand Ave Ste 200
Rothschild, WI 54474
Phone715-355-0605Fax715-355-9408HoursRothschild, WI 54474
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