Your dreams, your priorities, your plan. Let's map it out today.
Your personal finances can be a large source of fear and confusion in your life especially if you were never provided the proper resources or education to manage them well. Knowing that you have someone ready to navigate the journey beside you can really provide comfort and calm the storms. That is where I want to join you, wherever you are on your journey. In my past career I was an engineer, so it shouldn’t surprise that I absolutely “sweat the details” and want to make sure we are making sound decisions with your finances.
I aim to provide a detailed education to my clients to empower them to make confident decisions by developing simple steps to achieve positive momentum. I believe this can reduce fear in personal finances and provide a sense of assurance. When I work with my clients, I ask about their goals and dreams, gather various pieces of data, analyze how they all fit together, and recommend a clear path forward.
My wife, Sami’s and my values align so closely with Thrivent’s that it was only a matter of time before I found my way here to live out my purpose: to help others achieve financial clarity, to provide a plan to everyone in any stage of life and find ways to be generous along the way. We are welcoming our first child in July 2021, and our two goldendoodles, Charlie and Cooper, are very excited to have a new sibling!
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
