Financial Advisor
.Tax Efficient Planning
Retirement Planning
Business Owners
We guide you through a process that combines tax‑smart strategies with intentional planning to help you pursue the goals that matter most.
We assist clients in the Neenah, Winchester, Larsen, Winneconne, Appleton areas by coordinating every aspect of their financial plan so they feel confident to live out their dreams.
Regardless of where you are today, we'll develop a clear, easy-to-follow roadmap to a more secure financial future.
Are you ready to get started? Click here to schedule your Strategy Session.
James is a Neenah native with a passion for helping individuals and families build confident financial futures. After graduating from Neenah High School, he earned a Bachelor of Business Administration from the University of Wisconsin–Madison, double‑majoring in Finance, Investment and Banking, and Risk Management and Insurance.
He began his career with Thrivent in 2014 and is passionate about helping clients clarify their goals, make informed decisions, and navigate their financial journeys with confidence. James sees his work as an opportunity to use his skills and energy to make a positive, lasting impact on the community he calls home.
Outside of work, James enjoys traveling, golfing—and sometimes combining the two. He values time spent with friends, family, girlfriend, and his dog, Banjo. Giving back is also central to his life; he’s been involved with organizations such as the Fox Valley Humane Association and Habitat for Humanity, even leading volunteer trips to Louisiana and Thailand.
Whether professionally or personally, James is dedicated to helping others and building strong, meaningful connections.
- Bachelors of Finance, University of Wisconsin-Madison
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- California(Insurance Lic. #4466882)
- Florida
- Michigan
- Minnesota
- Ohio
- Texas
- Wisconsin
Insights
🍺🍕 IRAs & IPAs — Retirement Planning with a Twist!
Approaching retirement or recently retired? Join us for a relaxed evening of retirement education, craft beer, and pizza!
At IRAs & IPAs, we’ll enjoy a beer flight at Lion’s Tail Brewing while walking through the 5 phases of an IRA and discussing ways to optimize your retirement plan for tax efficiency so you can make more informed decisions about your financial future.
🍺 Beer flight experience
🍕 Pizza from Broken Tree Pizza
💰 Learn about the 5 phases of an IRA
📊 Explore tax-efficient retirement planning strategies
🎉 FREE to attend!
📅 October 15 | 5:30–7:00 PM
📍 Lion’s Tail Brewing — Neenah, WI
Bring a friend, enjoy great food and drinks, and learn something useful along the way!
Sign up with the link below
https://www.eventbrite.com/e/iras-ipas-tickets-1984507732048?aff=oddtdtcreator
#IRAsAndIPAs #RetirementPlanning #TaxEfficiency #NeenahWI #Thrivent
Look for me on the front cover of this week’s Neenah News. I’m grateful to be part of this community and to serve it. If I can be a resource on your financial journey, please reach out.
Food truck for a good cause! Stop by our office today from 3:30 p.m. - 5:30 p.m. and drop off any non-perishable food items for St. Joes Food Pantry. As a thank you, grab a bite to eat on us from Bistro Bites food truck, while supplies last.
For every non-perishable item donated Thrivent will match $3 up to $3000.
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.
Five Phases of an IRAOct 15, 2026, 10:30 PM UTC - Oct 16, 2026, 12:00 AM UTC
Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.There is a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:• How the 5 phases of an IRA relate to stages of your retirement.• How time can have a great impact on tax-deferred retirement accounts.• Strategies for reducing the taxes you and your heirs could pay."Join us at Lion's Tail Brewing Co. in Neenah for a fun and engaging experience. As we walk through each phase of an IRA, we’ll enjoy a beer sampling along the way. Dinner will be provided, so please come hungry!See you there!No products will be sold. 27764-13M N1-24. For additional important disclosures, see Thrivent.com/social.Lion's Tail Brewing Co | 116 S Commercial St Neenah, WI
Office location
Neenah Location
411 South Commercial Street
Neenah, WI 54956
Phone920-886-3963HoursNeenah, WI 54956
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