Wealth Advisor
.Charitable Giving /Philanthropy
Farmers
Estate Planning
Tax Efficient Planning
Retirement Planning
Business Owners
I'm proud to be serving Bay City, Michigan as a Thrivent financial advisor. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
- Member, Bay City Noon Optimists Club
- Volunteer/Sponsor, CAN Council Great Lakes Bay Region
- Sponsor, Bay City Kiwanis Club
- Volunteer, Saginaw-Shiawassee Habitat for Humanity
- Member/Volunteer, Dow Bay Area Family YMCA
- Donor, Michigan Blood
- CPA* (Certified Public Accountant), credentials awarded by the State Accountancy Board (*Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms)
- Bachelor of Business Administration in Accounting, Northwood University
- Variable Annuities Producer License, State of Michigan
- Life Insurance Producer License, State of Michigan
- Accident and Health Insurance Producer License, State of Michigan
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 7 General Securities Representative
- Fraternal Insurance Counselor (FIC)
- Master of Business Administration, DeVos Graduate School of Management; Northwood University
- Associates of Accounting, Delta College – University
- Masters of Business Management, Northwood University, DeVos Graduate School of Management
- Bachelors of Accounting, Northwood University
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
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Insights
Office locations
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.