Financial Advisor
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One simple conversation with a financial advisor, at just the right time, changed everything for my family. As I was beginning my career in civil engineering, I didn’t fully understand what my family needed financially until I spoke with an advisor.
During that conversation, I realized just how underinsured we were—and how vulnerable our growing family would have been if something had happened to me or my wife. It made me see how easily people can find themselves in risky financial situations simply because no one has taken the time to guide them.
That realization is what led me to become a financial advisor at Thrivent. I wanted to help people protect what matters most and make confident decisions, so they can enjoy a fulfilling retirement and make choices that reflect the life they want to live.
That’s my “why.” And it’s what keeps me showing up every day with purpose.
The following seven areas represent key topics you can expect to review at Thrivent. They provide a strong foundation for helping you achieve your financial goals. These topics are not presented in a specific order and will be addressed based on each client’s individual needs.
- Risk management
- Investment management
- Tax planning
- Estate planning
- Income distribution
- Charitable planning
- Value-added items
- Attend Generations Church, Greeley, CO
- Ambassador for The Evans Area Chamber of Commerce, Evans, CO
- Volunteer, Thrivent Action Teams
- Sponsor of Dementia Together - Fort Collins, CO
- Sponsor of Kingdom Way Ministries - Loveland, CO
- Sponsor of Realities for Children - Fort Collins, CO
- Bachelor of Science in Civil Engineering from Colorado State University
- BFA™ (Behavorial Financial Advisor)
- RICP® (Retirement Income Certified Professional)
- CLTC® (Certified in Long-Term Care®)
- FIC (Fraternal Insurance Counselor)
- FINRA Series 7 General Securities Representative
- FINRA Series 6 Investment Company/Variable Products Limited Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Behavioral Financial Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Alabama
- Arizona
- California(Insurance Lic. #0G71180)
- Colorado
- Florida
- Georgia
- Indiana
- Iowa
- Kansas
- Missouri
- Montana
- Nebraska
- New Mexico
- Oregon
- Texas
- Wyoming
Insights
Office location
Greeley Location
4239 Centerplace Dr Unit 2i
Greeley, CO 80634
Phone970-373-0008HoursGreeley, CO 80634
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