Financial Advisor
.Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
I am a husband to an incredible wife and a father to three amazing, active children. After college, I served on Active Duty in the Army before settling in Eau Claire in 2016. For the past 22 years, I have had the privilege of serving in the Army, both on Active Duty and in the Reserves.
I enjoy building relationships and working with individuals and families who want to be more intentional with their financial decisions.
Figuring out how to build toward your financial goals can feel intimidating. Life is busy, and financial planning is often something people plan to do once they “get around to it.” My goal is to help you move with purpose through each chapter of life, while aligning your finances with what matters most to you.
I find deep fulfillment in making complex topics easier to understand, helping people make thoughtful decisions, and building their confidence as they pursue their goals and dreams.
When we meet for the first time, whether in person or virtually, we will spend 45–60 minutes getting to know one another. You will have the opportunity to share any questions, concerns, dreams, and goals that are on your mind. I will also share more about myself, my approach, and how we could work together. By the end of our first meeting, the goal is for both of us to have a clear sense of whether working together would be a good fit.
- Gain a sense of calm by clearly understanding your financial situation
- Prepare for the financial impact of life’s unexpected curveballs
- Grow your resources in a way that aligns with your comfort level and goals
- Develop a plan to help you reach retirement and prosper throughout it
- Explore tax-efficient ways to steward your resources well
- Live generously and make an impact on the people, places, and causes that matter most to you
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Minnesota
- North Dakota
- South Dakota
- Wisconsin
Office location
Eau Claire Location
4330 Golf Terrace, ste 216
Eau Claire, WI 54701
Phone715-579-7611HoursEau Claire, WI 54701
M – F: 9 a.m. – 5 p.m.
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