Wealth Advisor
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Being a financial professional is rewarding and it’s absolutely my pleasure to individually tailor plans to your values and needs. Outside of the office I enjoy creating and completing home improvement ideas & plans, spending time with friends and family, serving on my church’s technology team, and cheering for the Bears. Above all, I enjoy spending time with my wife, Karla, our 4 adult children, and 7 grandchildren. Because I have been blessed, I truly believe in blessing others and look for opportunities to give back in the community often. I would be honored to assist you in reaching your goals – give us a call today to begin your financial journey.
I SUPPORT THE FOLLOWING:
-Southern Lakes Love, Inc.
-United Way, Racine County
-1Hope, Kenosha County
-Burlington Aquaducks
-Life Choices, Burlington
-Local congregations & their schools
-30+ other local non-profit organizations
EDUCATION AND ACCOMPLISHMENTS
-FINRA Series 63 Uniform Securities Agent State Law Exam
-FINRA Series 6 Investment Company/Variable Products Limited Representative
-FINRA Series 7 General Securities Representative
-FINRA Series 66 Uniform Combined State Law
-Life & Health Insurance License in AZ,CA,FL,IA,IL,IN,KS,MA,MD,ME,MI,MN,MO,MT,NC,ND,NJ,OH,PA,TN,TX,VA,WI.
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- Arizona
- California(Insurance Lic. #0L84872)
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- New Jersey
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- West Virginia
- Wisconsin
Insights
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