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
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