


I believe finances can be a meaningful tool for supporting families, strengthening communities, and advancing the causes that matter most. As a financial professional with Thrivent, I help clients make important financial decisions in alignment with their goals, values, and long-term priorities. My approach begins with listening and understanding each client's unique goals, then providing thoughtful guidance designed to help them move forward with confidence and purpose.
Before joining Thrivent, I built a career rooted in helping clients pursue their passions. From a background in classical music and small business management, I developed a consultative approach to helping clients make important decisions with greater confidence. As a graduate of the Eastman School of Music, I gained a deep appreciation for discipline, preparation, creativity, and listening well—qualities that continue to shape the way I work with clients today. My experience in small-business leadership also gave me a practical appreciation for decision-making, stewardship, and the responsibility of serving people well.
In my work, I enjoy encouraging clients to think not only about growing and building their resources, but also about using those resources wisely, intentionally, and in alignment with what matters most to them. It is an honor to bring my background, experience, and talents to this work, serving a broad spectrum of clients as they focus on what truly matters and the impact they hope to make.
Born in Scottsdale, Arizona, I currently live in the Boston area with my wife and two sons. I enjoy performing and recording music, mountain biking, cooking, and going to the beach with my family. I enjoy helping people navigate complexity, solve meaningful problems, and make decisions with confidence. If you'd like to connect, I'd welcome the opportunity to learn more about your goals, the people you care about, and the impact you hope to make.
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Arizona
- Connecticut
- Florida
- Massachusetts
- Rhode Island
- Texas
- Virginia
Dedham, MA 02026
M – F: 8:30 a.m. – 5:30 p.m.
- Meetings outside normal business hours available upon request
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