It's About More Than Money
For the past 21 years, my life's calling has been to support and uplift people through the myriad of experiences that life presents. As a pastor, I had the privilege of accompanying friends and congregation members through some of the most trying circumstances they faced. This calling, the profound desire to continue shepherding Christians, led me to Thrivent.
In my daily work, I have the honor of collaborating with my clients to help them shape their dreams and create a comprehensive financial and retirement plan that reflects their unique aspirations. We've meticulously crafted strategies for wealth management, investment, and risk mitigation to ensure financial security and prosperity. We've developed robust plans for leaving a lasting legacy to their loved ones, all while optimizing tax planning and estate management.
By implementing careful financial planning, our clients can face the fragility of life with peace of mind. Recently, I've sat with dear friends and shared in the grieving process as they navigated extended care situations and faced terminal illnesses. We've wept and laughed together, experienced joy and sorrow side by side, knowing that the diligent financial planning we've undertaken has
prepared them financially for these challenges.
What's even more crucial is the common bond and fellowship we can find through our faith. By leaning on our financial planning and wealth management strategies to navigate life's challenges together, and incorporating Biblical values as the key
component of those plans, we'll ensure that you face whatever the future holds with confidence.
If you're searching for a team that possesses the financial expertise to meet your critical financial needs and the emotional capacity to walk alongside you through life's various seasons, I would be honored to spend time with you. Together, let's
explore how our team can serve you in your journey towards financial prosperity and security. We build financial futures for Christians, the people they love, and the organizations they cherish.
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Locations
Mesa Office
- Phone:
- 971-332-5042
- Mobile:
- 503-551-1725
Hours
By Appointment