Financial Consultant
.Tax Efficient Planning
Retirement Planning
Working as a Financial Consultant with Thrivent Financial since 2010 has been very rewarding to me. Creating lasting relationships with my clients is very important. I work with clients to customize their financial strategy, so they can build for the future, to reach their goals and enable them to use their money wisely.
I grew up in the Chicagoland area, specifically in the Northwest Suburbs. My parents are members of St. Paul Lutheran Church in Mount Prospect. My wife Karrie, my son Nathan, and I are members of St Peter’s in Arlington Heights, where my son currently goes to school.
The importance of working with outreach programs and giving back to the community is not new to me. Some of the ways I have participated are as follows. Twice I have travelled to El Salvador to build homes through Habitat Worldwide, I have worked with the high school youth group at our church and coached basketball at Zion-Concord School. We also volunteer regularly through programs at our church.
- Habitat Worldwide
- Phil’s Friends- Providing support and hope to those affected by Cancer
- Northern Fox Valley Habitat for Humanity
- Crossroads Kids Club
- Bachelor of Science in Biology, Northeastern Illinois University
- CERTIFIED FINANCIAL PLANNER™ professional
- FIC Fraternal Insurance Counselor
- RICP Retirement Income Certified Professional
- Uniform Securities Agent State Law Examination FINRA Series 63
- General Securities Representative Examination FINRA Series 7
- Uniform Investment Adviser Law Examination FINRA Series 65
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arkansas(Insurance Lic. #15741637)
- Florida
- Illinois
- Indiana
- Michigan
- Minnesota
- North Carolina
- Ohio
- Oklahoma
- Tennessee
- Wisconsin
Insights
Office location
Inverness Location
1609 Colonial Parkway
Inverness, IL 60067
Phone847-358-8448 ext. 102HoursInverness, IL 60067
M – Th: 9 a.m. – 6 p.m.
F : 9 a.m. – 1 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
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.