Financial Advisor
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I’ve spent my life helping others. As a Coast Guard pilot, my favorite part of the job was helping people. I frequently rescued people who were not prepared for the weather or ocean they navigated. Now, as a full-time financial professional, I continue to help people but in a different way.
Outside of the office you will find me spending time with my wonderful wife Linda. We have three adult children - Abby, Lydia and Ben. I enjoy staying fit by bike riding, hiking, rowing, and walking.
- Christian Education
- Military Veterans
- Community
- MPA Organizational Leadership, National University
- Bachelor of Science, Electrical Engineering, USCG Academy
- RICP (Retirement Income Certified Professional)
- APMA™ (Accredited Portfolio Management Advisor)
- CCPS (Certified College Planning Specialist™)
- FIC (Fraternal Insurance Counselor)
- Life & Health Insurance Licenses.
- FINRA Series 66 Uniform Combined State Law.
- FINRA Series 07 General Securities Representative.
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certified College Planning Specialist®
- Accredited Portfolio Management Advisor™
- Series 7 - General Securities Representative
- Alaska
- Arizona
- California(Insurance Lic. #0I86135)
- Colorado
- Illinois
- Minnesota
- North Dakota
- Wisconsin
Insights
Office location
Oconomowoc Location
1227 Corporate Center Dr Ste 205
Oconomowoc, WI 53066
Phone262-567-2940HoursOconomowoc, WI 53066
M – Th: 9:30 a.m. – 5 p.m.
Fri 9:30 a.m. – 3 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