Financial Advisor
.A little bit about myself and my family-
I have been married to my beautiful bride Katie for over 18 years. We have 4 wonderful children and a dog who are all very active. My wife homeschools our kids full time and we are very active in our church, Calvary Baptist Church of Wisconsin Rapids. We enjoy spending time together as a family in a variety of ways, whether it is outdoor activities or playing games together, I am so thankful for my family. Honesty and integrity are core values of mine that drive who I am as a person and how I make decisions.
One of things that I really enjoy about Financial Advisory, is the ability to make a positive impact in the lives of my clients and the people I care about. There are so many things that can sidetrack us or pull us away from what is important in life. The last thing you want to do is spend your energy worrying about your financial picture. I can help you build your goals for what matters to you and help you implement a strategy that works towards accomplishing those goals.
Some of the area's I specialize in are -
- Retirement planning
- Tax efficiency
- Wealth management
- risk mitigation
- distribution strategies for income
- legacy/end of life planning
- Long Term Care preparedness
Reach out today and let's have a conversation!
- (FIC) Fraternal Insurance Counselor FINRA Series 7 General Securities Representative FINRA Series 63 FINRA Series 65 Life and Health Insurance Licenses
- (RICP) Retirement Income Certified Planner.
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Florida
- Georgia
- Virginia
- Wisconsin
Insights
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
Office location
Wisconsin Rapids Location
3930 8th St South, Ste 204
Wisconsin Rapids, WI 54494
Phone715-712-0675HoursWisconsin Rapids, WI 54494
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