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
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
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
Join us at an upcoming event
We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Presents: The Washington Update Featuring Jeff Bush
Oct 27, 2026, 5:00 PM UTCExclusive Live Webinar
Thrivent Presents: The Washington Update Featuring Jeff Bush
Oct 27, 2026, 11:30 PM UTCExclusive 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
