Financial Advisor
.I am proud to be a financial professional, impacting the lives of those around me. My earliest memories of money all involve not having enough and never having a plan. My mom and I would have garage sales to get by, and any money that wasn’t used on absolute necessities came from the change in the coffee can. I want to help people avoid panic, the feeling of drowning financially, hopelessness, and being so financially overwhelmed that it prevents someone from getting started with a plan.
At Thrivent, I can express my values by educating those around me on how to be generous and attain peace of mind with their finances.
When I am not working, I love spending time with my family – my wife, 4 year old daughter, and 1 year old son. I enjoy playing golf, live music, spending time at the beach, trying new restaurants and breweries, and travelling. I’m also pretty good at juggling and was in a breakdancing crew when I was 15.
- Bachelors, San Diego State University
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4059926)
- Colorado
- Delaware
- Florida
- Idaho
- Maryland
- Massachusetts
- Minnesota
- Nevada
- New Mexico
- Oregon
- Tennessee
- Texas
- Virginia
Insights
Office location
Irvine Location
49 Discovery, Suite 140
Irvine, CA 92618
Phone760-832-4215HoursIrvine, CA 92618
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