


Serving Christians, helping them be wise with money and live generously has been a part of my Thrivent journey for over 29 years. I obtained the Certified Kingdom Advisor designation to enhance my Biblical training and therefore help my clients do the same.
I have specialized in asset accumulation and management with an enhanced focus on retirement income distribution, along with all of the protection components of a solid financial plan. I have the training and tools to help people navigate their Social Security benefits, pension plans, and I can provide tax efficiency in the retirement distribution phase of life.
My wife, Cindy and I are very active in church programs. We do a lot of volunteering through our Thrivent Community supporting local 501©3 organizations. Additionally, I am the President – Emeritus of Bike Buckeye Lake an organization designed to create safe family bicycling. I enjoy woodworking, cycling, boating, RV traveling and spending time with family and friends on Buckeye Lake.
- Bachelor of Science in Business Administration from The Ohio State University 1980
FINRA Series 7
FINRA Series 66
Life and Health Insurance Licenses
- Chartered Life Underwriter®
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Michigan
- Missouri
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
Insights



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