As a Financial Advisor with Thrivent, I help families, professionals, and retirees simplify financial decisions and create strategies aligned with their goals and values. I joined Thrivent in 2020 and am honored to continue a family legacy as a fourth-generation Thrivent Financial Advisor.

Growing up in the Fox Valley and now living in Kimberly with my wife, Whitney, has given me a strong appreciation for the people and communities I serve. My approach begins with listening, understanding what matters most to you, and helping you create a plan designed to provide clarity and confidence for the future.

Outside of work, I enjoy coaching youth soccer, sports, spending time with family and friends, and staying involved in the local community.

Financial decisions often come with a lot of questions.

• Am I saving enough for retirement?
• What should I do with an old 401(k)?
• When should I claim Social Security?
• How do I protect my family if something happens to me?
• Am I invested appropriately for my goals?

Together, we'll create a strategy designed around your unique situation and priorities.

Whether you're preparing for retirement, changing jobs, growing your family, or simply looking for a second opinion, I can help you make confident decisions.

Young Professionals

A strong financial future often starts with good decisions early.

We help young professionals navigate:

• Workplace retirement plans
• Student loans
• Investing basics
• Insurance needs
• Saving for future goals

Families

Life moves quickly. Between careers, mortgages, children, and everyday responsibilities, it can be difficult to know if you're making the right financial decisions.

• We help families build a strong financial foundation and create a plan for the future.

Pre-Retirees

If retirement is five to ten years away, now may be one of the most important planning periods.

• We'll help you evaluate savings, income sources, Social Security decisions, healthcare costs, and retirement readiness.

Retirees

Retirement creates a new set of questions.

• How much can I spend?
• How should I withdraw income?
• Will I have enough?

We help retirees create sustainable income strategies and navigate the financial decisions that come with this next chapter of life.

Do I need a certain amount of money to work with a financial advisor?

The size of your accounts is not the determining factor. What matters most is whether our team can add value and make a positive impact through our work together.

Do you work with retirees?

Yes. Retirement planning and retirement income planning are significant areas of focus.

Do you work with younger families?

Absolutely. Many clients come to me while building their careers, raising families, and working toward long-term goals.

Can we meet virtually?

Yes. I work with clients both in person and virtually.

What should I bring to our first meeting?

Anything that helps tell your financial story, such as investment statements, retirement accounts, insurance information, or questions you'd like to discuss.

What happens during an introductory meeting?

We'll spend time getting to know each other, discussing your goals and concerns, and determining whether it makes sense to work together.