Wealth Advisor
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Today, I have over 22 years of experience with Thrivent. In my practice, I enjoy helping people prepare for retirement so they can enjoy the things they do with comfort and confidence. I also assist retirees with tax and estate strategies in order for them to leave as much money as they can to their kids, grandkids, and Churches or charities. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. I am married to my wife Liz. I have two kids, Luca and Tara. When I'm not helping people with their finances, I enjoy competing in triathlons, running, swimming, and cycling. To date, I'm proud to say that I have completed 3, Half-Ironman-distance triathlons.
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0K85264)
- Colorado
- Maryland
- New York
- Ohio
- Pennsylvania
- South Carolina
- Virginia
Insights
Office location
Erie Location
3800 W 12th St Ste 105
Erie, PA 16505
Phone814-878-5727Fax814-835-8986HoursErie, PA 16505
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