Financial Advisor
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My career as a financial advisor is rooted in a deep desire to help others faithfully steward what the Lord has entrusted to them. Guided by my Christian faith and a commitment to integrity, I began my work with Thrivent in 2025, where I am grateful to serve individuals and families through personalized, values‑based financial guidance.
I believe strong financial planning starts with strong relationships. My goal is to provide elite service and genuine care to every individual and family I work with. Because I believe one Man demonstrated the ultimate example of sacrificial love, I strive to extend that same compassion, integrity, and commitment to others in my work each day.
My wife, Morghan, and I enjoy active involvement in our church and local community. 2026 is bringing exciting changes as we have relocated to Grand Rapids, Michigan, along with our baby expected in November and our Golden Retriever, Maverick. I will continue to be supported by the experienced and dedicated WhiteOak Financial Group that shares my commitment to personalized service, thoughtful retirement planning, and protecting and growing our clients’ assets.
I feel truly blessed to walk alongside people at all stages of life, helping them bring clarity and confidence to their financial decisions. I believe that every individual and family needs a financial plan—regardless of asset level. Comprehensive planning allows people to fully use what they’ve been given, whether that involves protecting income, growing assets, minimizing taxes, planning for legacy and estate needs, or intentionally building generosity into their lives.
Believing that individuals, families, and communities thrive best when decisions are guided by purpose, integrity, and a well‑designed plan, I’m here to help you do just that.
Check out our Fall 2026 WhiteOak Financial Group Connections newsletter by clicking HERE!
I specialize in the following areas:
- Investments
- Life insurance
- Retirement planning
I support these charities and causes:
- The Salt Company
- Mission trips
- Meals from the Heartland
- Veritas Santa Barbara Church plant
- Missionaries in Thailand, Taiwan, and Spain
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Securities Industry Essentials
- Bachelor's degree in finance from the University of Iowa
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Alabama
- Arizona
- Arkansas(Insurance Lic. #21574653)
- Colorado
- Florida
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Maryland
- Michigan
- Minnesota
- Missouri
- Montana
- Nebraska
- New Jersey
- New Mexico
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- Wisconsin
- Wyoming
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Leaving a Thriving Legacy - Watch Party LunchOct 14, 2026, 4:45 PM UTC - Oct 14, 2026, 6:15 PM UTC
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Our team is committed to helping you plan for your future - and the future of those that you care most about. Better prepare yourself for the “what-ifs” by joining us as we address:Essential estate preservation documents you should haveThe purpose and role of a willEstate taxes and annual gifting limitsHow the probate process worksAdvantages of naming beneficiaries on your accountsThe SECURE Act 2.0 and how it impacts retirement accountsLong-term care planning: costs and optionsCharitable giving strategies and opportunitiesHow Qualified Charitable Distributions (QCDs) workLife Insurance: Creating stability for every stage of lifeThis workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity. Enjoy lunch provided by our Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A will follow.To register, call our office at 616-805-7207 or email morghan.harkins@thrivent.com. Please sign up by October 8 if able, but walk-ins are welcome.No products will be sold.Amy Van Andel Library, Meeting Room 2 | 7215 Headley St SE, Ada, MI
Office location
Comstock Park Location
5900 Alpine Ave NW
Comstock Park, MI 49321
Phone616-805-7207HoursComstock Park, MI 49321
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