Financial Advisor
.I love the strategy behind fitting separate financial puzzle pieces into one cohesive picture. And I love building life-long relationships with my clients. I graduated from Shippensburg University, and gained invaluable experience in the accounting field as a CPA* for five years out of college. I grew up in the Kutztown area and am proud to be a third generation Thrivent Financial representative. I am married to Casey, and we are the proud parents of a daughter, Quinn and the absolute joy of our lives. Completing our family is our dog Maxwell. When I’m not involved with my career, I am spending time with family and friends. I am a member of Trinity Evangelical Lutheran Church in Kutztown, and enjoy volunteering with youth through the Kutztown Optimist Club.
- Member of Trinity Evangelical Lutheran Church, Kutztown
- Member, Optimist Club of Kutztown
- Past President, Optimist Club of Kutztown
- Volunteer, Thrivent Builds Worldwide
- Thrivent Community - East Berks event benefiting Operation Heroes /Jarett Yoder Foundation
- Supporter of food drives supporting Friend, Inc., Kutztown
- FINRA Series 7, 6
- FINRA Series 65 Uniform Investment Advisor
- FINRA Series 63 Uniform Securities Agent State Law Exam
- Life and Health Insurance licenses, PA, NC, OH, AZ, CA, FL, MD, NJ, TX, VA
- *CPA (Certified Public Accountant) credentials awarded by the State Accountancy Board.
- BSBA, Accounting - Shippensburg University
- *Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #4161069)
- Colorado
- Delaware
- Florida
- Maine
- Maryland
- Massachusetts
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Texas
- Virginia
- West Virginia
Insights
Office location
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