Financial Associate
.Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
Good financial guidance starts with listening
Financial decisions are about more than money. They’re about your family, your responsibilities, and what you want the years ahead to look like.
I believe good financial guidance starts with understanding what matters to you. I’ll explain your options in plain language, help you weigh the trade-offs, and work with you to figure out what makes sense for your life.
You don’t need to have everything organized or know which questions to ask. We can start with whatever is on your mind.
Make sense of your financial life
Money decisions rarely happen in isolation. A decision about retirement, insurance, investments, or saving for the future can affect everything else.
My role is to help you see the bigger picture, understand your choices, and make informed decisions with greater confidence.
No jargon. No assumptions. Just a conversation about what matters to you.
Every family has its own story
I’m especially passionate about supporting families with neurodivergent members. Every family has different strengths, concerns, responsibilities, and hopes for the future.
I want to understand what’s important to your family, what you’re navigating, and where financial guidance could make life a little easier.
Your financial plan should fit your life, not the other way around.
A little about me
I’m originally from Buffalo, New York, and Minnesota has been home since 1995. My wife, Margaret, and I have been married for over 30 years, and we have four grown children.
Family has a big influence on how I approach my work. Financial decisions need to work in real life, with everyday responsibilities, unexpected changes, and the people we care about.
Outside of work, I enjoy soccer and cheering for Buffalo and Minnesota sports teams. Between the two, there’s usually plenty to talk about, although not always plenty to celebrate.
What’s on your mind?
Maybe there’s a financial question you’ve been putting off. Maybe you want to understand where you stand. Or maybe something has changed and you’re simply not sure what comes next.
You don’t need to know exactly what you need before we talk. That’s where we can start.
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Languages spoken: English, Croatian
- Alaska
- Florida
- Minnesota
- Missouri
- New York
- Tennessee
- Wisconsin
Insights
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2026! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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Office locations
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