Support Advisor
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My career has been founded on the pillars of building lifelong relationships and providing tools and resources to help them live the lives they dream of. I went to college at Huntington University in Huntington Indiana, where played on the golf team and studied business management, economics, and finance. I joined Thrivent because their values aligned with mine and their planning philosophy gave me the platform to help and build relationships with as many people as I can.
I currently reside in the Fond Du Lac area, with my wife Meghan, who is a teacher in the Waupun School District, our son Jasper, and our two dogs, Oakley and Miley. Being a younger family and coming from a business background, I work with several different young families and business owners to help them achieve financial clarity.
On my free time, I enjoy golfing, camping, and spending time with friends and families. I also enjoy coaching at Waupun High School, where I am a Golf Coach.
My planning philosophy is uniquely tailored to your current situation. My goal is to make every meeting I have comfortable and positive. I strive to understand your goals and concerns, to strategically analyze, and give educated recommendations. My job is to give you the tools and resources to advance you goals and create options to achieve your financial goals.
- Life and Health Insurance Licenses
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- BS in Business Management, Economics, and Finance
- Bachelors of Finance, Huntington University
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Indiana
- Wisconsin
Insights
Office location
Fond du Lac Location
131 South Main Street M05
Fond du Lac, WI 54935
Phone262-293-9912HoursFond du Lac, WI 54935
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