Wealth Advisor
.Charitable Giving /Philanthropy
Once your priorities are established, I can help with protecting those you love the most, saving for your family's future or leaving a charitable legacy.
In my time away from the office I enjoy destination fly fishing with my wife, Christina, hunting, woodworking, and volunteering for several local non profit organizations. I also lead Thrivent Builds groups to Guatemala.
- Supporter of Bob Davis Male Veterans Shelter
- Thrivent Builds with Habitat for Humanity leader
- Advisory Board of Mruk Family Education Center on Aging
- Advisory Council of Single Parent Scholarship Fund Benton County
- Chartered Financial Consultant®
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Alabama
- Arizona
- Arkansas(Insurance Lic. #826156)
- Colorado
- Florida
- Illinois
- Kansas
- Michigan
- Mississippi
- Missouri
- Montana
- Ohio
- Pennsylvania
- Texas
- Wisconsin
Insights
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
A financial plan helps you make the most of what you have.
It helps you move forward with confidence regardless of your income or net worth. Let's connect if you're ready to build yours.
See thrivent.com/social for important disclosures.
Office location
Mountain Home Location
324 E 9th St
Mountain Home, AR 72653
Phone870-425-7270Fax870-425-7271HoursMountain Home, AR 72653
M – F: 9 a.m. – 5 p.m.
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