I work hard to help you develop a greater understanding of the “why” behind the decisions you are making. I have a passion for providing financial education and strategies to help you become and remain financially secure, and I will take time to understand your values and identify what's most important to you. Our team of seven serves clients across the country, focusing in Appleton, WI and San Jose, CA. Our Financial Professionals - Tom, Troy, and Ken - have expertise in financial strategies, investment management, and retirement planning. I have been with Thrivent since 2012. I specialize in working with individuals 5-10 years from retirement and helping them transition into retirement and beyond. When not working, I love spending time with my wife, Edana, and our three boys, especially coaching baseball and traveling.