Associate Financial Advisor
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I am an Associate Financial Advisor at Envision Financial Advisors, specializing in retirement planning, investments, and tax-efficient strategies. Since joining Thrivent in 2018, I’ve focused on helping clients achieve their financial goals through thoughtful planning and personal connection. I hold an MBA and FINRA Series 7 and 66 securities licenses.
I’m passionate about connecting faith and finances, and I enjoy guiding clients as they pursue financial security and generosity.
Outside of work, I love spending time with my wife, children, and friends, and I’m active in the community through volunteering and coaching at local sporting events. My family-oriented approach helps clients feel like an extension of our Envision Financial Advisors family.
- Masters of Business Administration/Management, Indiana Wesleyan University
- Bachelors of Sport and Leisure Studies, Ball State University
- Series 7 - General Securities Representative
- Series 65 - Investment Adviser Representative
- Florida
- Illinois
- Indiana
- Iowa
- Kentucky
- Ohio
Insights
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
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