Financial Advisor
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- Shady Oaks Camp Cleanup - Homer Glen
- Easter Basket Making Event - Christ Community Church, Lemont
- St. Francis of Assisi Parishioner - Orland Park
- Volunteer, Thrivent Action Teams
- Boards and Bordeaux Young Life Homer Glen
- FINRA Series 07 General Securities Representative
- FINRA Series 63 Uniform Combined State Law
- FINRA Series 65 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Arts in Finance from Loras College
- Minor in Financial Planning and Wealth Management
- High School Graduate or Equivalent, Providence Catholic
- Bachelors of Finance, Loras College
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4566179)
- Colorado
- Florida
- Illinois
- Indiana
- Iowa
- Massachusetts
- Tennessee
- Texas
- Wisconsin
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