Financial Advisor
.Farmers
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
Whether it's protecting your family or retiring on a beach, everyone has goals! Often reaching financial goals may seem frustrating and overwhelming, but the right guidance can help you achieve your dreams.
I specialize in helping people be more secure in areas of:
- Protecting loved ones against the impact of long term care, death, and disability
- Answering the question “How much insurance do I need?”
- Investment management
- College planning
- Retirement income planning
- Business planning
- Distribution with direction
- Wealth Management
- Charitable giving
- Creative financial strategies
- Bachelors of Business Management, Wheaton College
- Behavioral Financial Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Colorado
- Delaware
- Florida
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Massachusetts
- Michigan
- Missouri
- New York
- North Carolina
- Ohio
- Oklahoma
- Oregon
- South Dakota
- Tennessee
- Texas
- Virginia
- 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