Financial Advisor
.I started serving Christians in the financial services industry when I was 23 years old. I didn't really understand my importance and impact on people early in my career. Today, I realize that I am helping Christians make wise financial decisions. It makes me feel good knowing I am helping families become financially secure. I feel I am more of an educator in the financial industry. My goal is to educate my clients and help them make the best decision for themselves and their family. I like getting to know my clients. I want to know what is important to them and help them obtain their goals. I have always enjoyed holistic financial planning. Every family has different needs. Thrivent has the tools available to help solve those needs.
I grew up in a Christian family with Christian values. This is why I found Thrivent so attractive. I have served multiple positions in my church through the years. I like to be with my family, go fishing, golfing and traveling. I can help others through our fraternal programs such as Action Teams and Thrivent Builds. I have participated in multiple Thrivent Builds trips and volunteering in many Actions Teams in our community.
- Another Child Foundation - Shoe Drive
- Buddy Bags
- Kid's Coat Drive for a local charity
- The Bike Place - Princeton, IL
- 2nd Story Teen Center Open House
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Illinois
- Iowa
- Michigan
- Missouri
- North Carolina
- Texas
- Wisconsin
Insights
Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
Discover more about the financial advisor career: thriventcareers.com/4cIdiwn
#CareerChange #FinancialServices #FinancialAdvisor
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