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I've got valuable information and resources to share. Explore away! And check back often.

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I am thrilled to step into this new chapter as a financial advisor with Thrivent here in Van Wert! I have joined a team of experienced advisors that has served the area for over 45 years. Born and raised in Van Wert, Ohio, my passion is to help those around me through volunteering, being an active member in my church, and also providing guidance that will make people feel more secure and confident in where they stand with their finances. Outside of work, I am a proud husband to my wife, Kylee, and a new dad to our 6-month-old daughter, Clara. I enjoy playing tennis, golfing, and pickleball! I also serve on the board of my church and the Van Wert County Tennis Association. Whether you're planning for retirement, saving for a big life goal, or simply want to make smarter decisions with your money, I'm here to provide guidance, clarity, and personalized strategies. If you ever have questions about budgeting, investing, protecting your income, or planning for the years ahead - feel free to reach out. I am always happy to chat, whether it's a quick question or a full financial review. I am looking forward to supporting and growing with this community! See thrivent.com/social for important disclosure information.

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I am thrilled to step into this new chapter as a financial advisor with Thrivent here in Van Wert! I have joined a team of experienced advisors that has served the area for over 45 years. Born and raised in Van Wert, Ohio, my passion is to help those around me through volunteering, being an active member in my church, and also providing guidance that will make people feel more secure and confident in where they stand with their finances. Outside of work, I am a proud husband to my wife, Kylee, and a new dad to our 6-month-old daughter, Clara. I enjoy playing tennis, golfing, and pickleball! I also serve on the board of my church and the Van Wert County Tennis Association. Whether you're planning for retirement, saving for a big life goal, or simply want to make smarter decisions with your money, I'm here to provide guidance, clarity, and personalized strategies. If you ever have questions about budgeting, investing, protecting your income, or planning for the years ahead - feel free to reach out. I am always happy to chat, whether it's a quick question or a full financial review. I am looking forward to supporting and growing with this community! See thrivent.com/social for important disclosure information.

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own.

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.

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