



My fulfillment comes from empowering my clients to steward their resources wisely, with guidance aligned to values, and prioritizing service that strengthens families and communities for generations to come. I take pride in bringing this work to my communities, and yours.
Guiding young families through building strong foundations with protection solutions, retirement strategies, and optimizing with employer plans.
Helping pre-retirees transition smoothly by reviewing income plans, tax implications, and effectively managing risks.
Legacy planning with tax-efficient approaches and holistic strategies to preserve and pass on what families have worked hard to grow.
Drawing from two decades of corporate leadership in project and portfolio management, where I developed expertise in strategic planning and execution, risk management, and navigating complex systems, I now specialize in serving young families and pre-retirees. My passion is helping others live with clarity, confidence, and generosity, aligning financial decisions with deeply held values.

Born in Manitowoc, WI but having lived a number of different places in the Midwest additionally including Ohio, Illinois, and Minnesota, I attended Rockford Lutheran High School and earned my bachelor's degree from the University of Illinois–Champaign Urbana in 1999 and my Master's degree from the University of Wisconsin-Madison in 2005. Launching my career in project and portfolio management in 2004, I served in leadership roles at companies such as Pfizer, LGC, and Astellas Pharma. Over the next 20 years, my wife Mary and I relocated multiple times for professional opportunities, all while raising our two children and prioritizing our family values along the way.
Putting down roots in Madison, WI in 2019 while working for a remote pharmaceutical company, I increasingly felt a calling for something deeper. Work that would allow me to make a truly meaningful impact on people's lives from all walks of life. Fostering strong, lasting professional and personal relationships grounded in trust and shared values.
After much prayer, thoughtful discussion with Mary, and deep reflection, I joined Thrivent as a Financial Advisor. Having been a client of Thrivent's since very early in life and being already familiar with Thrivent's purpose-based approach to financial guidance, it was clear that this was the path aligned with my core values of faith as the foundation, service to others, and performing meaningful work that touches people's lives in dynamic ways.

My family and I attend St. Andrew Church of Middleton, WI. As often as possible, you will find me vacationing in Eagle River, WI where we enjoy family activities, campfires, hiking, skiing, and boating. When schedules permit, we are able to visit beautiful La Crosse, WI where my son attends the University of Wisconsin. I also serve on the General Board at Lakeside Lutheran High School in Lake Mills, WI.
In what free time I can make for myself, I enjoy traveling with Mary, weight training, hiking, watching movies, and grilling.
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- PMP Project Management Professional
- Bachelor of Science, University of Illinois-Champaign Urbana
- Master of Science, University of Wisconsin-Madison
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Florida
- Illinois
- Wisconsin
Insights

Madison, WI 53717
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