Financial Advisor
.Tax Efficient Planning
Young Families
Retirement Planning
Helping people navigate important financial decisions with confidence has been the driving force throughout my career. For more than 20 years in financial services, I've worked with individuals and families to understand complex situations, explore their options and make informed choices. I discovered early on that the most rewarding part of my work wasn't simply solving problems—it was helping people feel heard, supported and more confident about the future.
Today, as a financial advisor with Thrivent, I help families get organized financially and guide individuals as they prepare for and live in retirement. What drew me to Thrivent was its commitment to serving members, its culture of generosity and its belief that money is a tool—not a goal. I share that philosophy and believe financial planning should help people align their resources with what matters most to them.
My passion for retirement planning is personal. Having seen loved ones experience financial exploitation later in life, I understand the importance of helping people protect what they've worked hard to build while maintaining control, independence and peace of mind. Whether we're discussing retirement, family protection or long-term goals, my role is to be a teacher, advocate and problem-solver—helping make financial decisions feel less overwhelming and more manageable.
Outside of work, I enjoy spending time with my wife, Kira, traveling, cheering on Philadelphia sports teams and occasionally stepping up to a karaoke microphone. I'm also proud to be the uncle of two amazing godsons who continually remind me why thoughtful planning for the future matters.
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fellow Life Management Institute
- Retirement Income Certified Professional®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 26 - Investment Company Products/Variable Contracts Limited Principal
- Series 66 - Investment Adviser Representative
- California(Insurance Lic. #4563433)
- Delaware
- Maryland
- New Jersey
- Pennsylvania
Insights
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
How to donate to charity in your willIncluding a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will. ⬇️
Office location
Chesterbrook Location
851 Duportail Road
Chesterbrook, PA 19087
Phone610-808-2058HoursChesterbrook, PA 19087
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