Associate Financial Advisor
.Born and raised in Maumee, Ohio, I've always valued the importance of hard work, strong relationships, and giving back to the community that helped shape me. After graduating from Maumee High School, I attended The University of Toledo, where I earned my degree and began pursuing a career focused on helping others achieve financial confidence.
Today, I enjoy helping individuals and families navigate important financial decisions with clarity and confidence. Whether you're just starting your career, raising a family, preparing for retirement, or anywhere in between, I'm committed to helping you make informed decisions and create a strategy that aligns with your goals and values.
As a Thrivent financial professional, I believe financial planning is about more than investments and numbers. It's about helping people use their resources to live the life they envision and support the people and causes that matter most to them. My goal is to build lasting relationships based on trust while helping clients feel confident about their financial future.
Outside of work, I enjoy spending time with family and friends, being outdoors, and staying active through sports. Golf and basketball have been passions of mine for as long as I can remember, and the lessons they teach, including discipline, preparation, and perseverance, are values I strive to bring to my work with clients every day.
No matter where you are on your financial journey, I'd welcome the opportunity to get to know you and learn what's most important to you. Whether you're looking for guidance, planning for the future, or simply seeking a second opinion, I'd be happy to connect and discuss how I can help.
- Bachelors of Marketing, The University of Toledo
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Arizona
- Florida
- Indiana
- Iowa
- Michigan
- Minnesota
- North Carolina
- Ohio
- Pennsylvania
- Rhode Island
- Tennessee
Insights
pilotbriefing-newsletter.pdfProud to share the very first edition of Pilot Briefing!
We've been working on this quarterly newsletter to give clients and friends a closer look at what's happening at Pilot Wealth Advisors, from planning insights and market perspectives to community involvement, team updates, and upcoming events.
Looking forward to sharing more in future editions. Thanks to everyone who continues to support us along the way!
See Thrivent.com/social for disclosures.
Had the opportunity to be a part of my first Thrivent workshop last night and really enjoyed the experience.
We walked through the 5 Phases of an IRA and had some great conversations with our clients around how tax planning fits into the bigger picture over time. One thing that stood out is how impactful it can be when you shift from thinking year-to-year and instead look at how and when income shows up across your lifetime.
Grateful to be part of a team that gets to have these kinds of conversations and appreciate all of our clients who were able to join us.
See thrivent.com/social for disclosures.
It’s natural to want to invest more later once you feel you have more financial freedom—but this example shows how time can make a meaningful difference in the end result.
Investor A stopped contributing after 10 years, yet still ended with more than Investor B, who invested three times as much over a longer period. The difference comes down to one key factor: time in the market.
When investments have more time, compounding can build on itself and begin to do more of the work—even if contributions stop earlier. Starting earlier can also reduce how much you may need to contribute over time, as growth has more opportunity to build on itself rather than relying solely on higher future contributions.
That’s why it can be important to start early and stay consistent rather than trying to make up for lost time later.
Time in the market can matter more than timing the market.
See thrivent.com/social for disclosures
Office location
Waterville Location
36 North 2nd Street
Waterville, OH 43566
Phone419-463-2097HoursWaterville, OH 43566
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