Financial Advisor
.As a Financial Advisor with Thrivent Financial, I help create value driven financial strategies for clients. Whether just starting out in a career or preparing for retirement, I’m here to listen, understand and help guide them on their financial journey. My passion is to help others be wise with money and to live generously. With over 18 years of experience at Thrivent in multiple roles, I specialize in retirement income accumulation and planning, life insurance, investments, education funding and estate strategies.
My daily inspiration comes from my three children, Brandon, Callie, and Nicolo, along with my two grandchildren, Zayden, and Zoe. Most of my free time is spent with my children or grandchildren, golfing, home projects, or spending time with friends. I am a proud member of Hosanna Lutheran Church and enjoy supporting various charities and causes such as Habitat for Humanity, World Vision, Adopt a Family for Christmas, as well as several other men’s ministries.
Education & Accomplishments
Bachelor of Science in Business Management, Metropolitan State University, cum laude
FINRA Series 63 and 65
Life & Health Insurance License
FINRA Series 7 General Securities Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- California(Insurance Lic. #0G85826)
- Florida
- Minnesota
- North Dakota
- Ohio
- Texas
- Wisconsin
Insights
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