Financial Advisor
.We can also work together with accountants, and estate planning attorneys, to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.
I live in Red Wing with my wife, Pam, and our three kids, Emma, Allison and Adam. In my free time I enjoy attending my kids’ sporting events, traveling, coaching the Red Wing Wingers Football team and spending time with our church community.
- Winona High School, Winona, MN
- FIC- Fraternal Insurance Counselor
- RICP- Retired Income Certified Professional
- FINRA 66
- FINRA 7
- Luther College, Decorah, IA (Accounting, Economics)
- CLU, ChFC, RICP
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Retirement Income Certified Professional®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arkansas(Insurance Lic. #1507915)
- California(Insurance Lic. #4205560)
- Florida
- Iowa
- Minnesota
- Oregon
- South Carolina
- South Dakota
- Texas
- Wisconsin
Insights
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals.
Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
How to handle market volatilityWhatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.
Office location
Red Wing Location
217 Plum St Ste 110
Red Wing, MN 55066
Phone651-385-0155Fax651-385-0155HoursRed Wing, MN 55066
M – Th: 9 a.m. – 3:30 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