I've been with Thrivent for over 20 years as a CERTIFIED FINANCIAL PLANNER™. As a CFP I am bound by fiduciary duty and always prioritize my clients’ best interests as our team’s Wealth Advisor. As a holistic financial planner, I craft personalized strategies tailored to clients’ goals and risk preferences. One of the things I truly enjoy is making complex financial concepts easy to understand. My passion for this career comes from helping others achieve their financial goals and dreams. I see myself as a partner in the financial journey of my clients and am committed to making a meaningful difference in their lives.

I live in Billings, Montana and have been happily married to my wife, Julie, since 2002. We have two wonderful sons, Bryce and Nik, who live nearby and are starting families of their own. Our family is active in the community, believing small, repeated acts can create meaningful impact.

Outside the office, you will find me at the hockey rink or on the river. I started playing ice hockey in 2017, and have recruited my dad and one of my sons to play as well! When the snow melts, my family enjoys rafting Eastern Montana’s rivers. I’d love to hear about YOUR passions and how we can ensure they remain a vital part of your future.

I am a lifelong Montana resident, born and raised in Billings and a graduate of Montana State University with a degree in mathematics. Before joining Thrivent, I worked as a loan officer with a local bank, where I developed a strong appreciation for helping individuals and families make important financial decisions with confidence.

Today, I work with individuals and families seeking clarity around retirement, Social Security, tax-efficient strategies, and their overall financial picture. I am passionate about helping clients simplify complex financial topics and creating personalized strategies that align with their goals, values, and vision for the future.

One of the most rewarding aspects of my work is building lasting relationships and helping clients feel informed, confident, and prepared for the opportunities and challenges that lie ahead.

I feel fortunate to call Montana home and even more fortunate to share it with my wife, Holly, and our children. Much of our free time revolves around family activities, hockey rinks, Bobcat football games, outdoor adventures, and exploring everything our great state has to offer.

I have worked for Thrivent since 2017, and my main role is client care. I am here to help support our advisors and clients with everything from scheduling appointments, writing applications, tracking transactions and answering any questions our clients may have. I love being part of a team that works together to make clients retirement dreams come true.

I am married to Paul, and we have two daughters, Bailey and Kendyl and our fur baby Duke. I enjoy watching just about any sport but especially football (Go Vikings), going on hikes and trying my hand at gardening.