Experience:

20 years with Thrivent.

Education:

B.S., Marketing - Florida Southern College

M.S. FP, Executive & Organizational Leadership - The American College (2026-2027)

Executive Education/Postgraduate:

Yale School of Management - Wealth Management

University of Chicago Booth School of Business - Investment Management

Georgetown Family Center/Bowen Center - Human Functioning & Family Systems

Licenses/Certifications/Awards:

215 - Life, Health & VA

Series 7 - General Securities Representative

Series 66 - Uniform Combined State Law

Certified Private Wealth Advisor®

MDRT (Million Dollar Round Table) - Top of the Table 2024, 2025

Specialties:

Family Wealth Planning

Retirement Planning

Interests:

Spending time with his family, traveling to new places, and tennis.

Community Involvement:

International Habitat for Humanity volunteer with service experience in North America, Asia, and Africa; Board Member of the TennisNRG Charitable Organization.