Wealth Advisor
.
I have been with Thrivent since 2001 and am a CERTIFIED FINANCIAL PLANNER™. I serve as our team’s wealth manager, drawing upon years of invaluable experience in the financial sector. My primary focus revolves around investment management, where I've had the privilege of crafting personalized investment strategies that align seamlessly with each client's unique aspirations and risk preferences.
One of the things I truly enjoy is making complex financial concepts easy to understand. I take pride in demystifying these ideas and empowering my clients with the knowledge they need to make confident and well-informed decisions. My passion for this career comes from helping others achieve their financial dreams and I’m committed to making a meaningful difference in the lives of those I serve.
I live in Eagle, Idaho and have been happily married to my wonder wife, Denise since 1986. Together we have raised two wonderful daughters, Erica (pictured to the left) and Charlotte. I have the privilege of working alongside both my wife, who is our team's director of operations, and my oldest daughter, Erica, our team's lead financial advisor. Not many people are able to work with their loved ones and it’s by far one of my favorite parts of this job.
When I'm not in the office, you'll find me cheering for my favorite soccer team, Liverpool, during English Premier League matches. I also take great pleasure in witnessing the San Francisco Giants triumph over the LA Dodgers. But honestly, nothing beats going on cruises with Denise, playing cards with Erica and Charlotte, and just making memories with my family.
- CFP® (CERTIFIED FINANCIAL PLANNER™), a designation granted by the Certified Financial Planner Board of Standards, Inc.
- ChSNC® (Chartered Special Needs Consultant), a designation granted by The American College of Financial Services®
- CASL® (Chartered Advisor for Senior Living®), a designation granted by The American College of Financial Services®
- CLU® (Chartered Life Underwriter®), a designation granted by The American College of Financial Services®
- FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- CERTIFIED FINANCIAL PLANNER®
- Chartered Life Underwriter®
- Chartered Advisor for Senior Living®
- Fraternal Insurance Counselor
- Chartered Special Needs Consultant®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #0D41830)
- Colorado
- Florida
- Georgia
- Idaho
- Maine
- Maryland
- Michigan
- Minnesota
- Nevada
- Oregon
- Rhode Island
- South Carolina
- Texas
- Washington
Office location
Boise Location
913 W River Street Suite 400
Boise, ID 83702
Phone707-448-8083Fax707-448-5931HoursBoise, ID 83702
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.