Financial Advisor
.Higher Education Planning
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
I help individuals, families, retirees, and professionals gain clarity and confidence around some of life's most important financial decisions. Whether you're preparing for retirement, planning for education expenses, protecting your family, or thinking about the legacy you want to leave, my goal is to help you create a strategy that aligns your resources with your values and the future you envision.
At Thrivent, I take a holistic approach to financial planning that goes beyond investments alone. Together, we'll focus on the areas that matter most to you, including retirement planning, risk management, tax-efficient strategies, and legacy planning. I believe money is not a goal in itself, but a tool that can help create a life of purpose, meaning, and lasting impact.
Before becoming a Financial Advisor, I built a successful career in supply chain and logistics management, where solving complex challenges and developing practical solutions were part of my everyday work. Today, I bring that same analytical and problem-solving mindset to helping clients navigate financial decisions and create plans tailored to their unique goals and circumstances.
My passion for financial advising stems from a desire to help others avoid common financial pitfalls and make informed decisions with confidence. Having experienced financial setbacks and lessons of my own, I understand the value of trusted guidance and the peace of mind that comes from having a clear plan. As a husband, father of adult children, and proud grandfather, I also understand the importance of protecting what matters most and building a legacy that can benefit future generations.
Beyond my work with clients, I am committed to serving others through leadership, mentorship, and community engagement. Through Alpha Phi Alpha Fraternity, Inc., I support efforts that promote leadership development and financial literacy for young men. I also serve in pastoral ministry, helping individuals and families navigate life's opportunities and challenges with wisdom, faith, and purpose.
When I'm not working with clients, you'll usually find me spending time with family, serving in ministry, or enjoying a ride on my Trek FX1.
- Bachelors of Business Education, University of Southern California, Marshall School of Business
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Alabama
- Arizona
- Arkansas(Insurance Lic. #21360617)
- California(Insurance Lic. #4414152)
- Colorado
- Florida
- Georgia
- Hawaii
- Illinois
- Kansas
- Louisiana
- Maryland
- Michigan
- Nevada
- New Mexico
- New York
- North Carolina
- North Dakota
- Oregon
- Pennsylvania
- Texas
- Utah
- Washington
Insights
#MoneyMovesMonday
A 401(k) is not a financial plan.
Neither is an IRA.
Neither is life insurance.
Neither is an investment account.
They are tools.
And having good tools doesn't automatically mean you have a good plan.
Think about it this way:
You can own a hammer, a saw, a drill, and every tool in the hardware store...
That doesn't mean you know what you're building.
Your financial tools should work together toward something:
The retirement you envision.
The family you want to protect.
The experiences you want to enjoy.
The legacy you want to leave.
The question isn't simply:
“What financial products do I own?”
It's:
“What are they working together to accomplish?”
That's where planning begins.
This week's money move: Take inventory of the financial tools you already have—and make sure there's a plan connecting them.
📩 If you have the tools but aren't sure what you're building, let's talk.
#MoneyMovesMonday #FinancialPlanning #FinancialStrategy #PurposeDrivenPlanning #Thrivent
📌 See thrivent.com/social for important disclosures.
#FinancialFreedomFriday
“I’m putting money away.”
That sounds responsible.
But there’s another question that matters:
“Am I putting away enough for what I actually want?”
You can contribute to your retirement account every paycheck.
You can have savings.
You can own investments.
You can pay your bills on time.
And still have no idea whether you're on track for the future you envision.
Because saving money and having a strategy are not the same thing.
How much might retirement require?
What income sources may be available?
What happens if you retire earlier—or later—than expected?
How could inflation, taxes, healthcare, or a market downturn affect the plan?
Those are the questions that turn “I think I'm doing okay” into a clearer understanding of where you stand.
Financial freedom isn't just accumulating money.
It's having the clarity to know what you're preparing for and why.
📌 Stop asking, “Am I saving?”
Start asking, “Am I on track?”
📩 If you don't know the answer, that's a conversation worth having. DM me and let's look at where you are, where you want to go, and what steps may help connect the two.
#FinancialFreedomFriday #FinancialClarity #RetirementPlanning #FaithAndFinance
📌 See thrivent.com/social for important disclosures.
#ThriveThursday | Leave Some Room in Your Financial Life
Every dollar doesn’t need to be spent.
Every raise doesn’t require a lifestyle upgrade.
Every bit of available credit doesn’t need to be used.
Sometimes one of the healthiest things you can create financially is simply...
MARGIN.
Room for the unexpected.
Room to give.
Room to enjoy life.
Room to handle an opportunity you didn’t see coming.
Room to make a decision without immediately wondering, “How am I going to pay for this?”
When every dollar is already committed, even a small disruption can feel like a major financial crisis.
But when you intentionally create some breathing room, you give yourself something valuable:
Options.
Financial planning isn't only about what you're trying to accumulate someday.
It's also about creating enough flexibility to live your life today without constantly feeling financially stretched.
You don't have to fill every available space.
Sometimes the space is part of the plan.
If your finances don't have much breathing room, let's talk about how we can begin creating some.
📌 See thrivent.com/social for important disclosures.
#ThriveThursday #FinancialMargin #FinancialClarity #PurposeDrivenWealth
Office location
Glendale Location
505 N. Brand Blvd. #1225
Glendale, CA 91203
Phone424-722-6736HoursGlendale, CA 91203
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