Financial Advisor
.
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
- North Carolina
- Ohio
- South Carolina
- South Dakota
- Texas
- Virginia
- Wisconsin
Insights
🎈🍁 MEET THE TEAM: THANKSGIVING PARADE EDITION! 🍁🎈
Hold on tight, because this next balloon is making quite the SPLASH! 🐟💦
We're continuing our Thanksgiving Parade series with Mike, and if you know Mike, you probably could have guessed what his dream parade balloon would be! 🎣
Introducing... MIKE'S MUSKY EXPRESS! 🐟🎈
Forget the traditional parade floats! Mike is taking his love of fishing to new heights, cruising through the streets of New York City on the back of a GIANT musky! And judging by that smile, we'd say he's having the time of his life! 😂
We're just hoping this is one fish that doesn't get away! 🎣
👇 Your turn! If you could turn your favorite hobby into a giant Thanksgiving Day Parade balloon, what would it be?
Stay tuned to see whose balloon is floating into the parade next! 🍂🦃
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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