Financial Advisor
.Tax Efficient Planning
Retirement Planning
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.
My wife and I are dedicated to helping Christian Families navigate their wealth journey. Deuteronomy 8:18 tells us to “Remember the Lord your God, for it is He who gives you the ability to produce wealth.” Both of our families taught us that God takes no pleasure in us living paycheck to paycheck or having debt control our lives. Why? We believe God gave all of us the ability to produce wealth SO THAT we could gain in wisdom (James 1:5), prioritize generosity (Proverbs 11:25), display our faith to those in need (2 Co 9:6), and positively impact our future families (Proverbs 13:22).
Our practice is built around amplifying your impact through our experience, knowledge, and resources. In short, we want all of our clients to have a positive impact on their faith, families, and their futures.
Besides helping out our families, we find value in modeling generosity for our two kids – Ben and Noah. In return, they model for us the child-like joy in things that money can never provide. Our desire is that our clients can move towards a path of financial independence and focus on what truly matters.
Our growing practice has allowed us to positively impact those around us. In January 2025, we were able to write our largest check to date to support the ministry of Reach Out Pregnancy Center and the families they serve. We couldn’t have done this without our amazing clients and partnership churches.
- Bachelors of Interdisciplinary Studies, Bethany College
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- California(Insurance Lic. #4055223)
- Indiana
- Kentucky
- Ohio
- Tennessee
- Texas
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.
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement SavingsSep 29, 2026, 5:00 PM UTC - Sep 30, 2026, 12:30 AM UTC
Tuesday, September 29 at 1:00 p.m.Tuesday, September 29 at 7:30 p.m.If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2Virtual
Leaving A Thriving Legacy with Eric Bilger at Cooper's HawkOct 6, 2026, 10:00 PM UTC
Join us for dinner at Cooper’s Hawk and an exclusive live stream of Leaving a Thriving Legacy webinar on Oct. 6 at 6:00 p.m. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker!RSVP by using the link or by emailing Kelly.Hampton@Thrivent.com.Cooper's Hawk Winery & Restaurant | 7490 Bales Street, Liberty Township, OH 45069
Office locations
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