Financial Advisor
.
I came to Thrivent in April of 2019 after spending 26+ years in pastoral ministry. I love helping serve people with their finances. I continue to build my business working with people approaching retirement, young couples, and small business owners trying to get on track with plans for their future.
My wife Jeanne and I will celebrate 30 years of marriage in July. We have three adult children, Lauren Morelli (married to David July 2020), Marissa Wenig (married to Jake Wenig August 2021), and Caleb Otto (student at University of MN, in ROTC program with the Marine Corps). I enjoy golf, sunsets, the beauty of nature, and I am a huge sports fan.
- Bachelors of Communications Studies/Speech Communicat, Lincoln Christian University
- Bachelors of Business Administration/Management, Lincoln Christian University
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kentucky
- Louisiana
- Minnesota
- North Carolina
- Ohio
- Texas
- Washington
- Wisconsin
Insights
Office location
Beloit Location
2225 Cranston Road, Suite 103
Beloit, WI 53511
Phone608-207-3548HoursBeloit, WI 53511
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