“Use your gifts to help others.”

Those words of wisdom were instilled in me as a child growing up in rural Oklahoma. Today, as a financial advisor with the Thrivent Pickering Group, I get to do just that! Everyday I am blessed by the opportunity to connect with people, discover their goals and aspirations, and use my financial skills and experience to make a difference for each individual or family I serve.

How I got here

I wasn’t always a financial advisor, but I always had a love of finance (I bought my first stock at age 12). Growing up as the son of a physician, my career naturally began in the healthcare industry. I built a thriving 16-year career as a healthcare executive, recruiting physicians, managing start-ups as well as day-to-day business operations. But I was ready for a change. When my wife accepted a pastoral call that took us from Oklahoma to Chester County, I knew the timing was right to pursue my love of finances. However, I was concerned that my family value to “use my gifts to help others” might be compromised in order to meet shareholder targets. Then I found Thrivent.

I discovered my personal values of empathy, authenticity, impact, commitment, and gratitude aligned perfectly with Thrivent’s. What other 120-old company can say they are a Fortune 500 with an emphasis on advice, client education and generosity?

Building Relationships and Leading with Advice

At the Thrivent Pickering Group, we focus on client communication and relationship-building. We get to know you – your goals, your values, and your unique financial situation. Our advice is based on this relationship. We use our team’s expertise to create recommendations and plans specific to you and your money’s purpose. Whether you are just starting out and saving for goals, planning for retirement, seeking to minimize taxes or leaving a legacy to loved ones and causes, we believe you deserve a plan to meet those goals. Let’s get started!

Living Generously in Chester County

·        Active member of Westminster Presbyterian Church

·        Advisory board Member Philadelphia FCA

·        Supporter of West Chester Food Cupboard

·        Host of annual Thrivent Pickering Group Spring Shred event

Education

·        FINRA Series 7

·        FINRA Series 66 Uniform Combined State Law

·        Life and Health Insurance licenses CO, PA, NJ, DE, MD, FL, OK, TN

·        B.S. Northeastern State University

·        MHA, Trinity University