Financial Consultant
.Tax Efficient Planning
Retirement Planning
- Thrivent financial professional for 19 years.
- I have been married for 17 years.
- We have three young children: Victoria Maria, Benjamin, and Landon.
- I enjoy traveling, hiking, camping, and spending time with my family.
B.S., Marketing - Florida Southern College
M.S. FP, Executive & Organizational Leadership - The American College (2026-2027)
Executive Education/Postgraduate:
Yale School of Management - Wealth Management
University of Chicago Booth School of Business - Investment Management
Georgetown Family Center/Bowen Center - Human Functioning & Family Systems
215 - Life, Health & VA
Series 7 - General Securities Representative
Series 66 - Uniform Combined State Law
Certified Private Wealth Advisor®
MDRT (Million Dollar Round Table) - Top of the Table 2024, 2025
MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge
Habitat for Humanity volunteer with experience in North America, Asia, and Africa.
President of the Palm Beach County Student Athlete Foundation, Inc
- Certified Private Wealth Advisor®
- Series 7 - General Securities Representative
- Alabama
- California(Insurance Lic. #0H60417)
- Connecticut
- Florida
- Georgia
- Idaho
- Illinois
- Indiana
- Iowa
- Maryland
- Michigan
- New Jersey
- New Mexico
- New York
- North Carolina
- Oregon
- Pennsylvania
- South Carolina
- Texas
- Virginia
- Washington DC
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
