Financial Associate
.Higher Education Planning
Tax Efficient Planning
Being a financial advisor for Thrivent has been the most rewarding job I have ever had. As an avid follower of stocks, bonds, and extensive experience navigating employee benefits it was an easy yes, to start my own practice in 2025. I was born and raised in Southern Illinois, but I love being a Kansas City transplant. Collectively, I have 19 years in management with two different companies. At just 18 I jumped into management with a company that was, at the time, the largest small chain store in America. After 5 years, I started working with a durable medical equipment company in Marion, Illinois. I was managing a new location that I opened and delivering oxygen and medical equipment to 5 different states. In 2010 I was transferred to Kansas City to manage the Lenexa office.
One of my favorite things about management was helping my employees with their benefits. Being an advisor for Thrivent combines my love of helping individuals find solutions for their future and guiding clients with long-term investments. It is very rewarding to offer hope in a situation that a client might think is hopeless. When I have the opportunity to explore with a client, pathways out of debt and a road towards retirement that they didn’t think was possible, it is the highlight of my day. It’s my job, and joy to assist in relieving the burden that debt can cause and offer hope and excitement for a vibrant and successful financial future.
When I am not at my office, I enjoy time with my beautiful wife, 3 kids, 3 bonus kids, and the most beautiful grandbaby, 2 dogs, and 1 ungrateful cat.
- High School Graduate or Equivalent, Shawnee High School
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- Illinois
- Kansas
- Minnesota
- Missouri
- Nebraska
- Texas
Insights
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
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.
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/4qauUq7
See thrivent.com/social for important disclosures.
Office location
Overland Park Location
7400 College Blvd Suite 150
Overland Park, KS 66210
Phone816-590-8196HoursOverland Park, KS 66210
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