Education

Bachelor of Science from Kansas State University, 2007
Master of Arts from Southwestern College, Winfield, KS, 2011
State Life Insurance and Health Insurance Licenses, 2017
FINRA Series 6 - Investment Company and Variable Contracts Products Representative Exam, 2017
FINRA Series 63 - Uniform Securities Agent State Law Exam, 2017
FINRA Series 65 - Uniform Investment Adviser Law Exam, 2020
RICP® - Retirement Income Certified Professional, 2023
FINRA Series 7 - General Securities Representative Exam, 2024
CEPA® - Certified Exit Planning Advisor, 2024

Accomplishments

Thrivent Sierra Conference Qualifier, 2017, 2018, 2020, 2021 – The organization’s 3^rd highest conference recognition level for sales and service.
Thrivent Summit Conference Qualifier, 2022 – The organization’s 2^nd highest conference recognition level for sales and service.
Thrivent Pinnacle Conference Qualifier 2023, 2025 – The organization’s highest conference recognition level for sales and service.
Million Dollar Roundtable Member, 2022-Present – MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct, and professional knowledge.
Thrivent Summit Conference Qualifier, 2024 – The organization’s 2^nd highest conference recognition level for sales and service.

Speaking Engagements

Bendena, KS Campbellsville, KY, Salem, IN, 2023
Effingham, KS, Hiawatha, KS, Highland, KS, Seneca, KS 2024
Virtually across six states in the lower Midwest

Small Business Industry Planning Experience

Auto Repair
Broadcast Media
Grocery
Farm/Ranch (production, sales/service)
Healthcare Practices
Hospitality
Insurance Services
The list continues to grow!

Pinnacle Council, Summit Circle, and Sierra Level are a sales recognition at Thrivent. Qualification based on prior year production. These recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professional’s future performance.