I am a source of uniquely tailored financial advice with expertise in investments, insurance, retirement planning, and tax efficiency. I came to Thrivent in May of 2009 after having already been in the financial industry since 1997. Assisting people in identifying, strategizing, and ultimately achieving their financial goals is what I find most gratifying. Taking the time to understand clients’ unique life situations, goals, and dreams means far more than just the numbers. I take pride in the fact that my financial planning practice is about more than just money, but also focuses on accomplishments, experiences, and generosity. It’s about relationships with people like you that I can cherish for years to come. Everyone’s situation is different. Therefore, your financial plan should be just as uniquely tailored to fit your values, goals, and priorities.

When I am away from the office, I enjoy time with my wonderful wife, Rachel, our five children, son-in-law, and grandson. Family time takes us on adventures across the country, under the sea, and around the world.  

Making a Difference in Our Communities

·        Volunteer, Thrivent Action Teams

·        Former Board member, Mt. Vernon Education Foundation

·        Softball Coach, Oaklandon Youth Organization

·        Legacy Team, Peoples Church, Indianapolis, IN

Education & Accomplishments

• FINRA Series 07 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Certified Exit Planning Advisor (CEPA)
•  Life & Health Insurance Licenses
•  Bachelor of Arts in Finance from Anderson University

As a Financial Advisor with Thrivent, I believe that money is a tool not a goal. Together we will develop a tailored plan, custom to you and your family, that provides clarity and helps you efficiently achieve your goals. I am building a practice that will help benefit our community by finding balance in holistic dedicated planning services, biblical views, and generosity. I reside and operate my practice in Windermere, FL. I have a beautiful wife and 2 school aged children. I enjoy coaching your sports and staying active in the community in my free time.

Lindsey has the pleasure of supporting our wonderful team. She finds great joy in ensuring everything runs smoothly and our clients are delighted with our service. From managing everyone's calendars to planning client events and retirement parties. One of the things I truly enjoy is providing clients with top-notch, concierge-level customer service. 

On a personal note, I love spending my free time with my husband, Adam, and our three energetic boys. We have a lot of fun staying active and going on various adventures together. It's always a whirlwind of excitement and joy in our household!

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

My husband, Brandon, and our 2 children, Jaxon and Emma, live in the town I grew up in. Greencastle and the surrounding community is home to us and we've cemented our roots here and don't plan on moving them anytime soon. We have our own goals we've set for ourselves and our kids and I'm excited to see what the future holds for us all.

As the marketing coordinator for the team, I find ways to help connect others to financial services tailored made for them.

I am married to my husband Peter, and together we have 3 kids. We enjoy sports and staying active.