Financial Advisor
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Proudly serving clients in Spencer, Spirit Lake, Milford, Ocheyedan, Hartley, Lake Park, and surrounding areas. I'm a lifelong resident of Northwest Iowa and grew up on a family farm near Melvin. I still get the opportunity to help on the farm each spring and fall, which I enjoy. In 2010 I graduated from Buena Vista University in Storm Lake with a bachelor's degree in media studies. I then spent 12 years working full time in the radio industry. I met my wife in 2015, and we got married in 2018. We live in Spencer and have been blessed with two sons and a daughter: Lincoln, Griffen, and Madden. We attend First English Lutheran Church in Spencer. I joined Thrivent in the fall of 2022. I have been active in the Spencer Jaycees chapter since 2013 and the Spencer Youth Baseball and Softball Association since 2024.
I work with my clients by helping with:
- Life Insurance
- Disability Income Insurance
- Long Term Care Planning
- Retirement strategies
- Investment Strategies
- Estate Strategies
- College Planning
- Charitable Giving
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- When can I retire?
- Should I open a ROTH IRA?
- What strategies can I use to reduce taxes in retirement?
Education:
Life & Health Insurance License
FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combine State Law
B.A. in Media Studies – Buena Vista University
- Bachelors of Digital Communications_Media_Multimedia, Buena Vista University
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- Colorado
- Florida
- Iowa
- Kansas
- Minnesota
- Missouri
- Nebraska
- South Dakota
- West Virginia
- Wisconsin
- Wyoming
Insights
Office location
Spencer Location
115 W 7th St. PO Box 611
Spencer, IA 51301
Phone712-262-9554HoursSpencer, IA 51301
M – Th: 9 a.m. – 5 p.m.
F: 9 a.m, - 12 p.m.
Evenings by Appointment
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