Financial Advisor
.Having graduated from Otterbein University with a bachelor’s degree in Business concentrating in Finance, Taylor joined Thrivent in 2013. Taylor’s passion is to assist clients in developing a retirement plan that fits their unique needs and ensuring they feel confident with money. In his spare time, Taylor enjoys the outdoors, hunting, and travelling the United States. Proud of his Worthington roots, Taylor attends church at the Scriptural Study Center in Westerville and lives in Lewis Center with his wife and daughter.
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Colorado
- Florida
- Kentucky
- Michigan
- North Carolina
- Ohio
- Pennsylvania
- South Dakota
- Virginia
- West Virginia
Insights
Charitable trusts: pros, cons, and which type is right for youNot all charitable trusts work the same way. A charitable remainder trust provides income to you or another beneficiary first, with remaining assets eventually going to charity. A charitable lead trust essentially reverses the order, providing support to charity first, with remaining assets going to noncharitable beneficiaries.
If you’ve ever wondered how charitable trusts work or how the different types compare, this may be a useful place to start. ⬇️
Have questions after reading? Let’s connect.
What is a charitable bequest and why should you consider one?Did you know there’s more than one way to leave assets to a cause you care about? Your options can include a gift through your will, naming a charity as a beneficiary of a life insurance contract or retirement account, or using certain charitable trust strategies.
If charitable giving is part of the legacy you want to leave behind, this article is a helpful overview of the possibilities. I'd love to know—what’s one of the causes you hope to support?
Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations.
Find more ways to involve your family. ⬇️
Join us at an upcoming event
We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Wildlights
Dec 4, 2026, 10:00 PM UTC - Dec 5, 2026, 3:00 AM UTCColumbus Zoo and Aquarium | 4850 West Powell Road, Powell, OH 43065
Office location
Worthington Location
100 W Old Wilson Bridge Rd Suite 101
Worthington, OH 43085
Phone614-396-4136HoursWorthington, OH 43085
M – Th: 9 a.m. – 5 p.m.
Friday: 9 a.m. – 3 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