Financial Advisor
.Women's Markets
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
You've worked hard to build your wealth. Now it's time to make sure your retirement income, investment strategy, and legacy plan work together efficiently.
My passion is helping retirees, soon-to-be retirees, families, and women managing financial decisions create tax-efficient strategies designed to help strengthen their financial position today while preparing for the future they envision for generations to come.
With main offices is Wooster and Mentor, I serve as an objective financial advisor who listens first and offers guidance second.
- Tax-Efficient Retirement Income Strategies
- Wealth Management
- Legacy & Estate Planning
Retirees and Soon-to-Be Retirees
As retirement approaches, the focus shifts from accumulating wealth to creating reliable, tax-efficient income. I help clients turn years of savings into a retirement strategy designed to support their lifestyle and long-term goals.
Families Planning for Today and Tomorrow
Successful financial planning isn't only about growing assets—it's about providing security and opportunity for the people you care about most. I help families build, preserve, and transfer wealth with confidence.
Women Managing Financial Decisions
Whether managing finances independently, planning for retirement, or navigating a significant life transition, I provide personalized guidance designed to help women make informed financial decisions with clarity and confidence.
Experienced and First-Time Investors
Regardless of your investing experience, I provide education, guidance, and strategies designed to align your investments with your goals, risk tolerance, and timeline.
Outside of helping others achieve their financial goals, my life is centered around my family, my faith, and others. I am married to an amazing woman, Brooke, and we live in Wooster, Ohio with our two small children. In addition, we are active in our local church and the community as we seek to give back and be a part of the growth and tradition of our home. We appreciate meaningful relationships and hope to meet you and your family soon if we haven't already.
Thanks to Katie Gentry of Kathryn D Studios for the Photographs (www.kathryndstudios.com)
Whether you're approaching retirement, already retired, or planning for future generations, I’m here to help find direction through an easy to understand plan.
Schedule Your Complimentary Strategy Meeting Today.
CLTC® - Certification in Long Term Care
FINRA Series 66 Uniform Combined State Law
FINRA Series 7 General Securities Representative
M.A. in Higher Education from Geneva College
B.S. in Social Studies Education, Minor in Economics from Indiana Wesleyan University
Check out the impact we have made in our community!
- Masters of Higher Education, Geneva College
- Bachelors of Education, Indiana Wesleyan University
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Alaska
- Arizona
- California(Insurance Lic. #0N12428)
- Colorado
- Florida
- Georgia
- Indiana
- Kentucky
- Maine
- Michigan
- Minnesota
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- West Virginia
Insights
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.
October Market and Economic Update presented by ThriventOct 13, 2026, 4:30 PM UTC
Are the current markets making you wonder how to best navigate your financial strategy? Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you. Register to attend the event or receive a recording.No products will be sold. 5688040.3Online Event
The Washington UpdateOct 27, 2026, 5:00 PM UTC
How does what's happening in Washington affect 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 taxes, investments, and retirement planning.This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1Online Event
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
