An Educated Fiduciary with Experience
My parents instilled in me the value of education. When I started in my profession almost a decade ago, I was surprised by how many "professionals" substituted sales knowledge for education.
In these times, it is important to have the education and experience to navigate retirement. For many of my clients, it is their first retirement - for me, we're nearing a hundred. The ability to help individuals navigate the complexity of retiring with dignity has been rewarding and my life's calling.
Through my designations, I'm able to bring new strategies to clients needing Retirement Income or creating strategies for Extended Care. With ground breaking technology like Money Guide Pro and What-If-Tax, my clients are able to see their plans on demand while making adjustments during quarterly reviews.
Finally, through my partnerships, I'm able to bring solutions from a variety of resources besides Thrivent. From Prudential to Vanguard, I'm better equipped to help you discover your path forward.
THRIVENT ACTION TEAMS - A GREAT WAY TO DO GOOD
When you aren't concerned about money, you are able to amplify the good that God made you for! Thrivent allows members to give back to their communities through "Seed Money Initiatives". Here's a snap shot of what some of my clients have done over the last three years!
In short, I help amplify the generosity of Christians by bringing clarity to finances.
HANDS AGAINST HUNGER
What started off as one Thrivent Action Team years ago has now developed into an annual event where several hundred volunteers come out to Sharonville to pack food kits for international distribution. On this day, we packed over 10,000 meals! (10/2018). To date, this is the largest action team that I've been blessed to a part.
100K THANK YOUS AT PATRICK'S (CLEVES)
Over 30 people came out to create over 1,000 thank you cards for members of our military. Jon's Thrivent Action Team card was used on supplies and providing great burgers to all in attendance.
BIBLES FOR INMATES
COVID doesn't keep my clients down. Moore's Hill Baptist took time to wrap up bibles to inspire and give hope to inmates in the surrounding prisons. This prison ministry expanded to providing journals the following semester and finding housing for some non-violent inmates after parole.