Financial Advisor
.Tax Efficient Planning
Retirement Planning
I've been a Financial Advisor with Thrivent since 2015, helping individuals and families in Central Illinois make informed financial decisions that align with their values. I hold a degree in Finance from Illinois State University, which I graduated from in 1989. In 1999, my wife, Yvette, and I returned to the Bloomington-Normal area to raise our three children - Haley, Alex, and Maddie.
Yvette has worked as a medical transcriptionist for over 20 years, and we are both actively involved in our local faith community at Vale Church. Our daughters, Haley and Maddie, are both local educators, while our son, Alex, is a mechanical engineer based in Louisville, KY.
In addition to my work with Thrivent, Yvette and I are passionate about dog rescue. We've fostered over 200 dogs in the years since, and had three foster failures that went on to become beloved family members. When I'm not in the office, I enjoy spending time with family (including the dogs) and getting outdoors, especially to work on my golf game.
You'll often see me and the rest of the Heart of Illinois Associates team out on the links raising money for causes we are passionate about, including the Salvation Army and other organizations making a difference right here in the Bloomington-Normal community.
- Bachelor of Science in Finance from Illinois State University
- Retirement Income Certified Professional (RICP)
- Certification in Long Term Care (CLTC)
- FINRA Series 7 & 66 licensed
- Life & Health Insurance licensed
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Florida
- Georgia
- Illinois
- Iowa
- Kentucky
- Louisiana
- Nebraska
- North Carolina
- Tennessee
- Wisconsin
Insights
Office location
Bloomington Location
2101 Eastland Dr Ste D
Bloomington, IL 61704
Phone309-664-7770 ext. 3Fax309-664-1196HoursBloomington, IL 61704
M – Th: 8:30 a.m. – 5:00 p.m.
F: 9:00 a.m. – 3:00 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