Financial Advisor
.I am a Financial Associate with the Stonebridge Group of Bloomington at Thrivent Financial. I launched my financial planning practice in 2007 after studying Finance at The University of Saint Thomas.
No matter what your goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I will assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, which may include insurance products and investments.
My wife, Erica, and I along with our two children (Olivia and Henry) attend Christ Presbyterian Church in Edina. In my spare time I enjoy playing golf, family outings, and traveling.
- Young Life
- Life Rebuilders/Midwest Challenge
- Compassion International
- Feed My Starving Children
- World Vision
- Thrivent Builds with Habitat For Humanity
- Prairie Care
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 7 General Securities Representative
- Life & Health Insurance License
- Bachelor of Arts, Finance, University of Saint Thomas
- Thrivent Scholar Advisor Network Member
- Chartered Financial Consultant® (ChFC®)
- Certified College Planning Specialist (CCPS®)
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Certified College Planning Specialist®
- Series 7 - General Securities Representative
- Florida
- Maryland
- Minnesota
- North Dakota
- Oregon
- Texas
- Wisconsin
Insights
Office location
Bloomington Location
7801 E Bush Lake Rd Suite 460
Bloomington, MN 55439
Phone952-358-3458Fax952-358-3444HoursBloomington, MN 55439
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