Associate Financial Advisor
.I’m proud to be a Thrivent financial professional, providing personalized financial guidance to people at all stages of life. At Thrivent, we don’t see money as the ultimate goal — we see it as a powerful tool that can help you live a life full of meaning, gratitude, and purpose.
As a retired pastor, my approach to financial planning is deeply rooted in faith and values. I’m passionate about helping individuals and families align their financial decisions with what matters most to them, so they can live generously and confidently.
Outside of work, I enjoy my six grandchildren, subbing for vacationing clergy, and spending time on the water, in the water, and even under the water whenever I get the chance. Whether you’re preparing for retirement, navigating life transitions, or simply seeking guidance, I’m here to help you make the most of all you’ve been given.
- High School Graduate or Equivalent, EARNEST W. SEAHOLM HIGH SCHOOL
- Bachelors of English, Olivet College
- Masters of Pastoral Studies, VIRGINIA THEOLOGICAL SEMINARY
- Series 7 - General Securities Representative
- Securities Industry Essentials
- California(Insurance Lic. #4378312)
- Florida
- Georgia
- Iowa
- Michigan
- North Carolina
- Ohio
- South Carolina
- Wisconsin
Insights
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
How to donate to charity in your willIncluding a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will. ⬇️
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
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.
Thrivent Action TeamsJan 1, 2026, 1:00 PM UTC - Jan 1, 2027, 1:00 AM UTC
Thrivent Action KitOnce your application is approved, we’ll send you a package of customized resources and digital tools to kick-start your project. Your kit may include:Live Generously®️ T-shirtsThank you cards, name tags and stickersA Community Impact Card with up to $250 in seed moneyWe’ll also provide these digital tools:A personalized project webpage to share with your communityAn RSVP feature to invite friends and family to collect RSVPs onlinePhoto upload tool to collect and share photosThank you notes to email after your projectNo products will be sold. Click link to get started. | @In Your Community
Creating a Comprehensive Strategy for Generosity and Stewardship with Chris WillardNov 5, 2026, 6:00 PM UTC
Whether you are a large or small church, it is critically important that you develop a strategy to fully fund your ministry and disciple your people in the spiritual disciplines of generosity and stewardship. In this webinar, Chris Willard will give you the tools you need to create a plan that fits your church culture and style.Thursday, November 5, 20261:00 PM – 2:00 PM(UTC-06:00) Central Time (US and Canada)Zoom
Office location
Sun City Center Location
1603 Sun City Center Plaza
Sun City Center, FL 33573
Phone248-931-3545HoursSun City Center, FL 33573
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