Financial Advisor
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My wife, Angi, and I moved to Wisconsin right out of college. After nearly 40 years of vocational ministry together, I retired from the pastorate to a life of walking alongside families as their financial advisor. We have 4 grown children and a growing brood of grandchildren to love and enjoy. We are so blessed!!!
Favorite Teams: We are proud Packer and Badger fans
Hobby: I greatly enjoy touring with my wife on our Honda Goldwing (motorcycle) seeing the beauty of God's creation whenever we can.
Sports I play: Golf and Basketball
Interesting Fact: We own and manage 13 rental properties
Favorite Food: Anything my wife puts in front of me. (Ok Almost anything)
Church: We are members of Trinity Baptist Church
We begin our financial journey early in life when we come into possession of our first dollars. We spend and learn how to get more. Eventually we learn that money is a tool that helps us with what we need, want or envision. At some point wisdom, knowledge, saving, investing, and protecting all becomes paramount. But too many are on that journey without a plan, without expertise, or knowledge of the financial tools that will greatly aid them on their journey. As a wholistic financial advisor we:
- build protection around your income and your assets
- help you achieve your short and long term goals as tax efficiently as possible
- develop a legacy strategy so all you work so hard to accumulate benefits the people and causes you cherish most
In short, I want to help my clients build a life where they can live generously toward themselves, their loved ones and God's kingdom!
- Bachelors, Southwest Baptist University
- Masters, Luther Rice Seminary
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Arizona
- Colorado
- Florida
- Iowa
- Minnesota
- Missouri
- Nebraska
- New Hampshire
- North Carolina
- Texas
- Wisconsin
Office location
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