Financial Consultant
.
I grew up in a hardworking family in Manitowoc County, Wisconsin. My father, a construction worker, instilled a very strong work ethic in me. My mother, a lifelong and devoted member of her congregation, served as a shining example of how to truly serve others. During and after college, I backpacked to over forty countries on five continents. This experience taught me how incredibly blessed we are to live in America and to not take the simple things for granted.
I have been married to Jamie since 2007. She is an incredibly creative individual and is a wonderful mother to our children. My two sons, Alex and Nathan, are my pride and joy. Since they are pre-teens, I have been told that Jamie and I should “buckle-up” for the next ten years! We have one dog, Luna (a silver Labrador), who follows me around like my shadow. In my spare time, I enjoy cooking, camping, gardening, hiking and watching sports.
- B.A. in Finance from UW-Whitewater, Summa Cum Laude
- CFP® professional
- FINRA Series 66 Uniform Combined State Law Examination
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 7 General Securities Representative
- Life & Health Insurance Licenses
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Colorado
- Connecticut
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kentucky
- Michigan
- Minnesota
- Missouri
- Nevada
- South Carolina
- Texas
- Wisconsin
Office location
Oak Creek Location
7270 S 13th St., Ste 104
Oak Creek, WI 53154
Phone414-856-9900HoursOak Creek, WI 53154
M – Th: 8 a.m. – 4 p.m.
We are located across from Oak Creek Assembly of God Church and are kitty-corner to South Shore Cinema in Corporate Square.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.