Financial Consultant
.I started working with Thrivent in 2003 and I enjoy what I do because I get to work with people with similar values. I am married to Melissa, a real estate agent, and we have two children, Bella and Caleb. I enjoy running, lifting weights, volleyball, softball, bicycling, hanging out with family and friends, and watching sports. We are actively involved with our church and our community. I earned my B.A. degree from the University of Northern Iowa. I have my FINRA Series 7 and 66 securities licenses, life and health licenses and I hold several designations including CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Kingdom Advisor® (CKA®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional® (RICP®), all of which help me to provide financial guidance that is in the best interest of the clients I serve.
- 15 Gallon Blood Donor - Mississippi Valley Regional Blood Center
- Member and past president of the Rotary Club of Davenport
- Member of the Quad City Estate Planning Council
- Member of NAIFA
- Member of the Davenport Lutheran Home Board of Trustees
- Board member of LivWell Cares
- Bachelor Degree, University of Northern Iowa
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Certified Kingdom Advisor® (CKA®)
- Retirement Income Certified Professional® (RICP®)
- Certification for Long-Term Care (CLTC®)
- Chartered Life Underwriter® (CLU®)
- Bachelors of Art, University of Northern Iowa
- CERTIFIED FINANCIAL PLANNER®
- Chartered Life Underwriter®
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- Arizona
- Colorado
- Delaware
- Florida
- Illinois
- Indiana
- Iowa
- Kansas
- Michigan
- Minnesota
- Missouri
- New Jersey
- Ohio
- Oregon
- Tennessee
- Texas
- Virginia
- Washington
- Wisconsin
Insights
Office location
Davenport Location
2466 E. Kimberly Rd.
Davenport, IA 52807
Phone563-355-4465HoursDavenport, IA 52807
M – F: 8 a.m. – 4 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.