Wealth Advisor
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Growing up in a military family I learned that change is constant.
When I was 25, my father passed away at age 52. Due to minimal
planning, while grieving, my mother struggled with the questions: Do I have
enough? How long do I have to work? I understood that having a plan in place is
important when tragedy strikes.
Everyone needs a financial plan. Understanding you and your
goals is the most important part of the process, from there we can create a
path forward.
I currently reside in Colorado Springs with my wife Shaina,
sons Elijah, Benjamin and daughter Vivian. We enjoy sports, adventure and the
outdoors.
- Certified Financial Planner® (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- Arizona
- California(Insurance Lic. #4079745)
- Colorado
- Delaware
- Florida
- Iowa
- Kansas
- Minnesota
- Missouri
- Nebraska
- Nevada
- North Carolina
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Wisconsin
- Wyoming
Insights
Office location
Colorado Springs Location
13710 Struthers Road Suite 120
Colorado Springs, CO 80921
Phone719-896-4207Fax719-203-6972HoursColorado Springs, CO 80921
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.