Wealth Advisor
.Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
I'm proud to be a Thrivent financial professional and appreciate the opportunity to partner with you.
For more than 15 years, I’ve led a financial practice deeply rooted in service, education and transparency. To be able to help you make decisions about your financial present today, that will impact the rest of your future and your family's future, is what gets me excited every day about the tremendous impact purpose-based advice can have.
When I'm not at work, I'm enjoying family life with my amazing wife, Kristen and daughters Genevieve and Olivia.
- CFP® (CERTIFIED FINANCIAL PLANNER®), a designation granted by the Certified Financial Planner Board of Standards, Inc.
- ChFC® (Chartered Financial Consultant®), a designation granted by the American College, Bryn Mawr, PA.
- RICP® (Retirement Income Certified Professional®), a designation granted by the American College, Bryn Mawr, PA.
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 7 General Securities Representative
- Bachelor of Arts in Business Administration/Finance, Washington State University
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER TM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use by individuals who successfully complete CFP Board's initial ongoing certification requirements.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Arizona
- Idaho
- Oregon
- Texas
- Washington
Insights
Office location
Kennewick Location
8350 W Grandridge Blvd Ste 200
Kennewick, WA 99336
Phone509-783-7050HoursKennewick, WA 99336
M –Th: 9 a.m. – 5 p.m.
F: By appointment only
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.