Wealth Advisor
.With his family having over 55 years of combined experience at Thrivent, you could say Lee was born for this role.
He joined Thrivent immediately following graduating from Vanderbilt University, majoring in Mechanical Engineering. Always learning, he's obtained multiple credentials including CFP®, ChFC®, CKA®, and RICP. While he enjoys the numbers side of financial planning, the real joy is supporting clients’ stewardship and meaning through clarity of their financial plan.
Lee and his wife Meredith live in The Nations neighborhood with their sons Aaron and Max. Meredith is a Principal Consultant at Nashville-based InfoWorks.
When not in the office Lee stays busy getting outdoors and trying beat his brother Luke in a round of golf (still winless for those keeping score). Meredith and Lee enjoy travelling, hiking, skiing, and time with family.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Alabama
- California(Insurance Lic. #4113728)
- Colorado
- Delaware
- Florida
- Georgia
- Illinois
- Indiana
- Kentucky
- Louisiana
- Maryland
- Michigan
- Mississippi
- Missouri
- Nebraska
- North Carolina
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
- West Virginia
- Wisconsin
Office locations
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.