Financial Advisor
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Retirement is something we all look forward to with anticipation. Many have felt they were not prepared or confident in the decisions they were making, which has led to mistakes. Working with a faithful financial guide can help eliminate any hesitation, provide education and help prevent oversights that distract you from your retirement goals. Our mission is to provide guidance and partner with Christians to help them make wise retirement decisions.
Over the years, we have created processes to support you in making wise financial decisions and help give you the confidence to retire fearlessly. Our process can prepare you in the years leading up to retirement and help put you in control to retire on your terms. In addition, we will continue to support you through retirement.
My wife Kay and I have three young daughters, Jayna, Elin & Kelsey. We spend a great deal of time with the girls at their activities. We embrace living in Wisconsin and enjoy fishing, boating and snowmobiling.
- FIC
- FINRA Series 63 Uniform Securities Agent State Law
- FINRA Series 65 Uniform Investment Adviser Law
- FINRA Series 7 General Securities Representative
- Life & Health Insurance Licenses
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- California(Insurance Lic. #0I87636)
- Florida
- Georgia
- Illinois
- Michigan
- Nevada
- Ohio
- South Dakota
- Texas
- Virginia
- Wisconsin
Insights
Whether you're hanging out with the Great Pumpkin, exploring a haunted house, or spending the night with some friendly monsters, we hope your Halloween is full of tricks, treats, and a whole lot of fun! 🍬✨
From our wonderfully spooky crew to yours, HAPPY HALLOWEEN! 🧡🖤
Stay safe, have fun, and don't let the ghosts get you! 👻
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.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
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