Financial Advisor
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These may include life insurance, disability coverage, college savings plans, Roth IRAs, and retirement annuities. A solid strategy also includes optimizing your Social Security, minimizing taxes, and positioning your assets for efficient estate transfer.
With Thrivent, I also have the unique opportunity to align my values with my professional life. By connecting faith and finances, I offer my clients new ideas of how they can achieve their own financial goals while also providing for the people and organizations they love.
I have been married to Laurie since 1992. She can often be seen assisting me when I host events, participate in the local community, and lead financial workshops.
- Dutchmen Education Foundation board member – Annville-Cleona Schools
- Zion’s Lutheran Church Jonestown – Stewardship and Endowment committee chairs
- Thrivent Builds with Habitat for Humanity – Lebanon/Lancaster
- Hummelstown Community Singers
- Friends of Old Annville
- New Covenant Christian School
- MBA in Economics from Rutgers University
- FINRA Series 6 Investment Company/Variable Products Limited Representative
- BS in Engineering from Penn State University
- FINRA Series 63 Uniform Securities State Law
- CLTC® Certification in Long-Term Care
- FINRA Series 65 Uniform Investment Adviser Law
- Life and Health Insurance Licenses
- Masters in Business Administration
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Florida
- Maryland
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Virginia
Insights
FREE COMMUNITY MOVIE!- Courageous-Honor Begins at Home
Sunday, June 1st at 2pm EST
Allen Theatre
36 E Main Street
Annville, PA 17003
Sponsored by Thrivent and Jim Gill
**No products will be sold**
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
1st Quarter 2025 Market Review: From optimism to uncertaintyFirst quarter 2025 tested financial markets across the globe. Thrivent Asset Management breaks down the key volatility points in this first quarter market review.
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.
The Big Give BackOct 13, 2026, 7:00 PM UTC - Oct 18, 2026, 3:59 AM UTC
Vote Sunday, October 11 - Saturday, October 17Help us give back … BIG!Thrivent Member Network will be blessing five non-profit organizations making an impact in our local communities with The Big Give Back! Vote for your favorite Thrivent Choice Organization or Cause and help the Thrivent Member Network award $25,000 in community grants.Meet Our Participating Thrivent Choice Organizations: Christian Churches UnitedLaughing at my Nightmare, Inc. Mutts with a MissionN Street VillageOrphan Grain Train Maryland BranchTogether, we can make a huge impact in our community with just one click!The Big Give Back voting will be available from 12:00am Sunday, October 11, 2026 through Saturday, October 17, 2026 at 11:59pm. One vote per person per email address during the voting period. No products will be sold. For additional disclosures, see Thrivent.com/social.Virtual | @Online
The Washington UpdateOct 27, 2026, 5:00 PM UTC
How does what's happening in Washington affect 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 taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1Virtual
Office location
Annville Location
320 E Main St
Annville, PA 17003
Phone717-867-1500Fax717-867-1501HoursAnnville, PA 17003
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