Wealth Advisor
.
I am a Thrivent Wealth Advisor and CERTIFIED FINANCIAL PLANNER(R) practitioner who has been with Thrivent for over 20 years. The needs of my clients are a top priority. Through a holistic approach, I craft personalized strategies tailored to align with each client's set of goals and risk preference..
I truly enjoy breaking down complex financial concepts into digestible information for my clients whenever possible. My passion for this career comes from helping others achieve their financial goals and dreams. I see myself as a partner in the financial journey of my clients and am committed to making a meaningful difference in their lives.
I live in Billings, Montana and have been happily married to my wife, Julie, since 2002. We have two wonderful sons, Bryce and Nik, who live nearby and are starting families of their own. Our family is active in the community, believing small, repeated acts can create meaningful impact.
Outside the office, you will find me at the hockey rink or on the river. I started playing ice hockey in 2017 and have recruited my dad and one of my sons to play as well! When the snow melts, my family enjoys rafting Eastern Montana’s rivers. I’d love to hear about YOUR passions and how we can ensure they remain a vital part of your future.
- Bachelors of Business Management, Montana Tech-College of Technology
- Masters of Finance, American College
- Master of Science Financial Services
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Chartered Advisor for Senior Living®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Colorado
- Indiana
- Montana
- Nebraska
- Oregon
- South Dakota
- Washington
- Wyoming
Office location
Billings Location
19 36th St W Ste 2
Billings, MT 59102
Phone406-294-6400HoursBillings, MT 59102
We want to be as prepared as possible when we meet with you, so we are by-appointment only. Please contact our office to schedule a visit.
(We offer in-person, phone and Zoom meeting options.)
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.