Financial Advisor
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I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My focus on generosity, and desire to help clients reach their financial goals and experience the gifts of generous living, propel me to work hard and seek new experiences. A lifelong board game lover, I have fond memories of attending GEN CON (a board game convention) with my father, and I can be seen just as often exploring new parks, states, and countries.
- Bachelors of Business Administration/Management, University of Phoenix
- Associates of Computer Systems Analysis, Waukesha County Technical College
- Masters of Business Administration/Management, University of Phoenix
- Masters in Business Administration
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Ohio
- Texas
- Wisconsin
Insights
Office location
Waukesha Location
20935 Swenson Dr #150
Waukesha, WI 53186
Phone262-269-5513HoursWaukesha, WI 53186
M – F: 9 a.m. – 5 p.m.
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