Wealth Advisor
.Tax Efficient Planning
Retirement Planning
After graduating college, I wanted to work with my father and joined his practice at Thrivent. For the past 32 years it has been an honor to continue my father's work providing financial guidance and also to live out my faith and values working with a Christian company. In 2006 I chose to pursue the Certified Financial Planner designation so I could work with clients on more comprehensive financial planning. My wife Monique, son Luke and I are members of Faith Lutheran Church and enjoy participating in outreach activities to our local community.
My Passions
- Habitat for Humanity
- Fostering Success
- Camp Angels
- Bachelor of Science in Business, University of Central Florida
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law.
- Life & Health Insurance Licenses.
- Certified Financial Planner, CFP®
Retirement Planning Built for Real Life
Dedicated Planning is a comprehensive approach to retirement designed to answer the questions that matter most—clearly, realistically, and proactively.
Instead of assumptions or generic projections, we create a plan that shows how your financial decisions work together over time.
What Dedicated Planning Helps You Answer
How much can I safely spend in retirement?
We translate your assets and income sources into a sustainable retirement spending plan adjusted for inflation and lifestyle goals.
What is the likelihood my plan will succeed?
We evaluate your probability of long‑term success by stress‑testing your plan against market volatility, longevity, and rising costs.
When can I retire with confidence?
We identify realistic retirement timelines and show how different choices affect your outcome.
How should my investments support retirement income?
Your portfolio is aligned with income needs, growth, and risk—before and after retirement.
When should I claim Social Security?
We analyze claiming strategies to help maximize lifetime benefits while coordinating with taxes and other income sources.
How tax‑efficient is my retirement strategy?
We look for ways to reduce lifetime taxes through smarter withdrawal sequencing and account positioning.
What risks am I not seeing?
Dedicated Planning identifies hidden risks—market timing, healthcare costs, inflation, and tax mistakes—before they threaten your retirement.
Why Dedicated Planning Matters
Retirement planning isn’t about hitting a number—it’s about creating clarity and confidence, so every decision supports the life you want to live.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- California(Insurance Lic. #0G91258)
- Colorado
- Connecticut
- Florida
- Georgia
- Illinois
- Indiana
- Kentucky
- Maine
- Michigan
- Minnesota
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Texas
- Virginia
- Wisconsin
Insights
Office location
Naples Location
3811 Airport Rd N Ste 100B
Naples, FL 34105
Phone239-331-2417Fax833-381-9205HoursNaples, FL 34105
M – Th: 9 a.m. – 5 p.m.
Fri: 9 a.m. - 12 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.