Financial Advisor
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Getting a holistic picture of your finances and identifying your next steps isn't always easy or clear. That's why I'm here to provide the expertise and support you need.
As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and provide specific written recommendations to help ensure you're well positioned to reach your goals.
Professional Highlights
- CFP® (Certified Financial Planner®), a certification granted by CFP Board, Washington, D.C.
- CLU® (Chartered Life Underwriter®), a designation granted by the American College, Bryn Mawr, PA.
- FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.
Education and Experience
- FINRA Series 7 General Securities Representative.
- FINRA Series 66 Uniform Combined State Law.
- Master of Agribusiness Degree
- EDHEC Business School – International Studies
- Thrivent financial professional since 2005
Specializations
- Estate strategies
- Income tax planning
- Life Insurance
- Investments
- Retirement Planning
Personal Profile
- My wife and I have been married for over 23 years
- We have 4 children
- I enjoy fishing, hunting, projects in my workshop and making authentic Texas BBQ
Giving Back
I support the following charities and causes:
- Youth livestock programs
- High School sports programs
- Local churches
- TAMU Corps of Cadets
- Chamber Choir of Grand Rapids
- CERTIFIED FINANCIAL PLANNER®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Colorado
- Florida
- Indiana
- Iowa
- Michigan
- Montana
- Ohio
- South Carolina
- Texas
- Vermont
Insights
Office location
Wayland Location
118 W. Maple Street
Wayland, MI 49348
Phone269-225-1028Fax269-225-5543HoursWayland, MI 49348
By appointment
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.