Wealth Advisor
.Special Needs Planning
I'm a CERTIFIED FINANCIAL PLANNER™ professional based in St. Louis and a co-founder of Navigator Financial Group, where our team focuses on special needs financial planning for families in St Louis and across the country. Every day, I get to work with an extraordinary group of clients — many of whom are parents, caregivers, and advocates navigating the same road my own family walks.
My passion for serving special needs families and the organizations that support them is deeply personal. My wife Katrina and our two boys are my world. I definitely married up — she's an amazing woman, a terrific mom, and a wonderful pastor. Our sons are loving, kind, curious, and joyful, and they both have significant special needs. Being their dad has given me a front-row seat to the incredible highs — and the very real lows — that so many special needs families experience. It's the honor of my life, and it's the reason I do what I do.
Beyond client work, I speak and teach nationally on special needs planning and mentor fellow advisors who want to serve this community well. It's a privilege to help raise the bar for how families like ours are supported — wherever they live and whoever they work with.
When life slows down enough for hobbies, you'll find me catching live music with Katrina, cheering on the Cardinals, Blues, and City SC, reading, or playing guitar.
-Proud member of the Academy of Special Needs Planners
-Proud member of the Financial Planning Association®
-CERTIFIED FINANCIAL PLANNER™ professional
-ChSNC®: Chartered Special Needs Consultant
-RICP®: Retirement Income Certified Professional
-BFA™: Behavioral Financial Advisor
-Bachelor of Science in Interdisciplinary Studies from the University of Evansville
-Doctor of Physical Therapy from the University of Evansville
-FINRA Series 7 General Securities Representative
-FINRA Series 66 Uniform Combined State Law
-Life and Health Insurance Licenses
My family is proud to be involved with the following community organizations
-The Gathering Church
-Bear Cubs Running Club
-St Louis Arc
-Easter Seals Midwest
-KEEN St Louis
-TASK STL
-Variety STL
- Doctorate of Physical Therapy, University of Evansville
- CERTIFIED FINANCIAL PLANNER®
- Retirement Income Certified Professional®
- Chartered Special Needs Consultant®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arkansas(Insurance Lic. #19564586)
- California(Insurance Lic. #4199022)
- Colorado
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Montana
- North Carolina
- Ohio
- Oklahoma
- Tennessee
- Texas
- Utah
- Virginia
- Washington DC
- Wisconsin
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Community Service Opportunities for Thrivent MembersJan 6, 2026, 11:00 PM UTC - Jan 1, 2027, 9:00 PM UTC
Supporting your community is easy with Thrivent Action Teams. Apply to lead a fundraiser, educational event or service activity. Then, gather a team of volunteers to make an impact together. Thrivent provides seed money and a customized kit of resources to get you started. Your team provides the passion to bring it to life.FOR MORE DETAILS CLICK ON THE REGISTER BUTTON BELOW.You pick the Location and Date
Get MORE with Your Money with MONEY CANVASJan 6, 2026, 11:00 PM UTC - Jan 1, 2027, 10:00 PM UTC
Free money coaching (yep, free)!Money Canvas offers a series of free one-on-one meetings with a financial coach to help you see where your money is going, build healthier financial habits, and find motivation to stick with them.No products will be sold.Online
Office location
St. Louis Location
1515 Des Peres Road Suite 100
St. Louis, MO 63131
Phone314-783-4253HoursSt. Louis, MO 63131
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
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.