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
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
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