Associate Financial Advisor
.I am passionate about helping clients to understand their retirement position and create a financial road map to achieve their goals. As the oldest son, my dad always told me I had to watch over the others. I felt an immense sense of responsibility from an early age and always appreciated getting help or reassurance along the way. My favorite memories are when someone came alongside of me to help me understand a concept or do a task that I felt was a learning milestone to help myself or others. I loved that feeling of growth and accomplishment. It is in that spirit that I've created my client service model. I will come alongside of you to improve your financial IQ and establish a road map for your retirement goals or simply give you more confidence to stay on track. My wife, Brenda, and I have 2 teenagers. In our free time we love attending our children's extracurricular activities and seeing them thrive. I also love to play tennis and road bike.
- Bachelor of Science, Psychology & Pre-med, UW-Eau claire
- Master of Science, Business Management, UW-Eau Claire
- FINRA Series 7 - General Securities Representative
- FINRA Series 63 & 66 - Uniform Combined State Law
- Life & Health Insurance Licenses
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Florida
- Illinois
- Minnesota
- Pennsylvania
- Wisconsin
Insights
Office location
Eau Claire Location
4330 Golf Terrace, Ste 216
Eau Claire, WI 54701
Phone715-544-1122Fax715-552-4519HoursEau 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