Financial Advisor
.I’ve been in the financial services industry since 2015 after eight years in accounting and auditing. I love helping individuals and families combine their values and blessings into a detailed plan that helps enable them to reach their goals. I take pride in learning about their goals whether it be saving for retirement, retirement planning, protecting the future, etc. My long time passion has been for increasing the financial knowledge or wellbeing of those around me. Before Thrivent, I volunteered with various organizations to provide financial guidance to adults and students. It’s through these volunteer roles, I found my calling. My wife Naomi, our two girls, and I are members of Good Shepherd Church in West Bend, WI. In our less busy time, we enjoy spending time with family & friends, volunteering, and playing sports. I volunteer with Casa Guadalupe, Kettle Moraine YMCA, Volunteer Center, and several other wonderful organizations across the Washington and Waukesha County area.
- Board Member, Kettle Moraine YMCA
- Board Member, Volunteer Center of Washington County
- Past Board Member, Leadership West Bend
- Past Board President and Board Member, Casa Guadalupe Education Center, Inc.
- Past Board President, Kettle Moraine Jr. Chargers Fastpitch
- Past Board Member, Aurora Family Services
- Past Evangelism Board Member and Coordinating Council Chair, Good Shepherd Church
Current and Past Sponsorships include, but not limited to, Volunteer Center of Washington County, Schauer Arts Center in Hartford, Pink Pumpkin Run in Hartford, Pedal Moraine in West Bend, Casa Guadalupe Education Center, Inc, Kettle Moraine YMCA, and Good Shepherd Lutheran Church & School.
- FIC – Fraternal Insurance Counselor
- CLTC – Certified in Long-Term Care
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Business Administration in Accounting, UW-Whitewater
- Master of Professional Accountancy, UW-Whitewater
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Georgia
- Illinois
- Missouri
- Wisconsin
Insights
Office location
West Bend Location
411 North River Road
West Bend, WI 53090
Phone262-338-7770 ext. 103HoursWest Bend, WI 53090
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