Financial Advisor
.North Point Financial Advisors
Johns Creek Office9875 Medlock Bridge Pkwy Ste 150
Phone 678-475-0350 ext. 104
Hours M - F: Scheduled by appointment only
Buford Office3710 Morgans Ridge Court Ste 200
Phone 678-358-7553
Hours M – F: Scheduled by appointment only
Interactive Map Below
A long-time resident of Gwinnett County, my family moved from Lawrenceville to the Buford area in 2020. Alongside my wife Sheri since 1991, we have raised and been blessed with 3 beautiful and thriving children who are now adults doing well on their own. When not spending precious time with my family or friends, or attending a Braves baseball game, I can be found working on the yard or talking with neighbors. That is, if I am not at work guiding clients closer to their financial goals and freedom.
Great pleasure for me comes from being involved in the churches I attend and support as well as within my community through event sponsorship and volunteering. Over the years this has occurred through youth swimming programs and with local organizations such as Gwinnett Habitat for Humanity, The Next Stop Foundation as well as the Special Kneads & Treats organization. I am also passionate about promoting and participating in Thrivent member Action Team events designed to support and enhance the places we all live, work and worship.
Professional Highlights:
- FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.
- National Association of Fraternal Insurance Counselors - Quality Service Award (2014 ~ 2025); More info on this recognition: http://naifacf.org/naifa-national-industry-awards/
- Thrivent Action Teams
- Gwinnett Habitat for Humanity
- The Next Stop Foundation
- Special Kneads & Treats
- Community Document Shredding Events
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Alabama
- Florida
- Georgia
- New Mexico
- North Carolina
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- Washington
Insights
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
"Rejoice always, pray continually, give thanks in all circumstances; for this is God’s will for you in Christ Jesus." - 1 Thessalonians 5:16-18
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.
Shelly Halverson: A Lifetime Gift | Greensboro, NCOct 22, 2026, 10:00 PM UTC
Creator and Facilitator of A Lifetime Gift™ Shelly Halverson will be sharing insights about how to prepare for what-if situations and the end of your life. Her personal experiences, research and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life. Join us for this free watch event at the Green Valley Grill. Click "Learn More" for event details and to register beginning Monday, September 7 at 8:00 AM.No products will be sold. Shelly Halverson is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.Green Valley Grill, 622 Green Valley Rd, Greensboro, NC 27408
Thrivent Presents: The Washington Update Featuring Jeff BushOct 27, 2026, 5:00 PM UTC
Exclusive Live Webinar | 1 PM or 7:30 PMInterested in knowing how what’s happening in Washington affects your bottom line? During “The Washington Update,” get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation’s capital and its impact on your taxes, investments and retirement planning. This exclusive online workshop will be offered live at two different times. Simply choose the session that works best for you! Register now to reserve your spot!No products will be sold.Jeff Bush is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jeff Bush are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.Exclusive Live Webinar | 1 PM or 7:30 PM
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