Associate
.I have been providing financial guidance since the beginning of 2015, serving the Mount Dora area and beyond. Before Thrivent, I worked as a letter carrier for the United States Post Service for 33 years. During that time, I carried mail in different states and cities, and the one thing I realized while talking with patrons was that almost everybody was scared to retire or didn’t have a plan of any kind. I also did taxes for two years, helping people with their tax filings. While I don’t offer tax-help services anymore, I learned a good deal from my interactions when I was. I found that many had made some assumptions about Social Security supporting them when they enter retirement. Unfortunately, this isn’t true for most people. That is why I do what I do as a financial professional. I am on a mission to give everybody an opportunity to have a financial strategy and to give them the guidance they need.
I have been married to my lovely wife Patti going on 42 years. We have three children that are all grown and married. We also have been blessed with four grandchildren. The oldest is married and the youngest is three years old.
I was born a Lutheran into the Lutheran Church Missouri Synod (LCMS) and have stayed with the church body ever since. I have served as an Elder for many years in Kansas as well as in Florida on the Church Council. Thrivent is a company that is a membership of Christians which allows me to do my other calling of the great commission. I hardly have a day go by that I don’t get to share the Gospel with somebody, or they share it with me.
One of the things I do apart from my work with Thrivent and financial service is travel the country as a judge for rabbit shows. I have been judging rabbits in most states and in Canada as a licensed judge for the American Rabbit Breeders Association (ARBA) since 1995.
- FINRA Series 63 Uniform Securities Agent State Law Exam.
- FINRA Series 06 Investment Company/Variable Products.
- Life & Health Insurance Licenses.
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Florida
- Georgia
- Kansas
- Michigan
- Minnesota
- Mississippi
- New York
- North Carolina
- North Dakota
- Ohio
- Oregon
- Tennessee
- 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