Financial Advisor
.Higher Education Planning
Business Planning
Tax Efficient Planning
Retirement Planning
As a longtime Thrivent member, I appreciate my role as a financial advisor. I understand how important planning for the future is to ensure one’s overall financial security.
My passion for helping people be wise with money stems from helping my aging parents make crucial financial decisions. It was during this time that I discovered how important it is to bring families together and establish a financial plan that takes into account the various needs we encounter as we age.
God has blessed me abundantly with a fantastic family that has been with me through the ups and downs in life. My wife and I have been married for 40+ years. We have two married children and love spending time with our grandchildren. I understand the need to safeguard your family’s financial security throughout all stages of life because I had to walk through those important decisions for my own family.
I specialize in planning areas like:
- Long-term care planning (CLTC®)
- Tax efficient legacy planning
- Strategic retirement income planning (RICP®)
- Generosity planning
- Comprehensive planning and advice through Dedicated Planning Services
- Certified Exit Planning Advisor (CEPA)
I look forward to partnering with you in establishing your legacy.
Whether you are near our Sarasota Office or our Port Charlotte Office, let us serve you. We believe that money is not a goal, but a tool to make a Kingdom impact. Let us partner with you in establishing your Christ-centered legacy. Feel free to get to know us a little more at https://connect.thrivent.com/agape-financial-associates
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Behavioral Financial Advisor™
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Alabama
- Arizona
- Arkansas(Insurance Lic. #18764847)
- California(Insurance Lic. #4053236)
- Colorado
- Delaware
- Florida
- Georgia
- Idaho
- Illinois
- Indiana
- Kentucky
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Montana
- New Jersey
- New Mexico
- New York
- North Carolina
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Wisconsin
Insights
Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Market & Economic Update Lunch | Orlando, FLOct 20, 2026, 3:30 PM UTC
Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Click "Learn More" for event details and to register beginning Monday, September 14 at 8:00 AM.No products will be sold.Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.36378M R11-25Seasons 52, 463 East Altamonte Drive, Altamonte Springs, FL 32701
Thrivent Presents: The Washington Update Featuring Jeff BushOct 27, 2026, 5:00 PM UTC
Interested in knowing how what’s happening in Washington affects your bottom line? During “The Washington Update,” get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation’s capital and its impact on your taxes, investments and retirement planning. This exclusive online workshop will be offered live at two different times. Simply choose the session that works best for you! Register now to reserve your spot!No products will be sold.Jeff Bush is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jeff Bush are their own and not necessarily those of Thrivent or its affiliates.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.Exclusive Live Webinar
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
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
