Wealth Advisor
.Business Planning
My wife and three daughters love living in the Northwest and call Beaverton home. We attend Our Redeemer Lutheran in Tigard where I serve as Deacon, Past President and current Elder. On Saturdays you will most likely find us skiing on the mountain during the winter, or on the golf course in the summer.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Certified Kingdom Advisor®
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0F79677)
- Colorado
- Florida
- Hawaii
- Idaho
- Iowa
- Minnesota
- Montana
- New Jersey
- New York
- North Carolina
- Oregon
- Texas
- Utah
- Vermont
- Washington
- Washington DC
Insights
Office location
Portland Location
9397 SW Locust St
Portland, OR 97223
Phone503-410-7550Fax866-859-1056HoursPortland, OR 97223
M – F: 9 a.m. – 4:30 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.