Financial Advisor
.
I partner with high-net-worth individuals & families to align their financial decisions with their values through a lens of stewardship and intentionality. As a financial advisor with Thrivent, a Fortune 500 fraternal benefit organization, I provide a unique approach that goes beyond traditional wealth management.
While many advisors focus solely on accumulation, I specialize in holistic strategies that integrate your values with high-impact results. My expertise includes:
- Values-Based Retirement Planning: Designing income strategies that support your lifestyle and your legacy.
- Values-Based Investment Management: Designing portfolios that enhance your daily life without compromising your beliefs.
- Strategic Generosity: Leveraging Thrivent's fraternal programs to maximize your community impact.
- Tax Efficiency: Utilizing specialized vehicles to optimize your tax position while supporting the causes you care about.
- Estate & Legacy Stewardship: Ensuring your assets are protected and transitioned according to your personal mission.
I am committed to a Fiduciary Standard of Care for my advisory clients, ensuring that your best interests are always at the center of every recommendation.
I am a native of Lancaster County. My wife Rachael & I currently reside in Landisville with our two daughters. We enjoy physical fitness & traveling as a family. I am an avid sports fan who most closely follows Penn State football, Chelsea Football Club, and all Philadelphia pro sports teams. We are active members of Wrightsville Assembly of God.
- Series 7 - General Securities Representative
- Connecticut
- Maryland
- Minnesota
- New Jersey
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
Insights
Office location
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