Financial Advisor
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I love my work at Thrivent because every day it gives me the opportunity to invest in meaningful relationships and engage in impactful conversations that allow individuals to achieve their goals, have fun with finances, and impact the people or places they care about in ways they couldn’t even imagine.
My wife Anna and I love living in Montana. Despite growing up two hours apart in Helena and Missoula, it took us going to school across the country in Virginia to finally meet. After finishing school at Liberty University and getting married, we were eager to move back and reestablish our roots.
In town, Anna works in the youth ministry at Missoula Alliance Church and coaches volleyball at Valley Christian School, and I love my work as a financial advisor for Thrivent.
In our free time, we enjoy Montana’s great outdoors by hiking, biking, camping, floating, fishing, and spending time with family and our golden retriever Macy. We also look forward to hanging out with high-schoolers and middle-schoolers each week at youth group.
I am privileged to be a part of the All Seasons Financial Group here at Thrivent and to be partnered with Financial Advisor Peter Pius in Kalispell and with our amazing office administrator, Lisa Ludahl.
Lisa was born and raised in Montana, specifically the beautiful Flathead Valley. She is married to her wonderful husband Larry, and they have one son, Emmett. She has over 30 years of experience in the financial industry and currently works out of our office in Kalispell. In her words, "The best part of my job is truly helping and making a connection with people. I have a heart for others and look forward to building relationships with all of our wonderful clients." In her free time, she enjoys going out on their boat, taking Pilates classes, and spending as much time with family and friends as possible.
- FINRA Series 66 Uniform Combined State Law Exam
- FINRA Series 7 General Securities Representative Exam
- Life and Health Insurance Licenses
- Retirement Income Certified Professional Designation (RICP)
- Behavioral Financial Advice Designation (BFA)
- B.S. in Business Administration: Finance and Project Management
- FIC Designation
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4104993)
- Florida
- Michigan
- Minnesota
- Montana
- Nebraska
- Oregon
- South Dakota
- Texas
- Virginia
- Washington
Insights
Office location
Missoula Location
1001 SW Higgins Ave Suite 201
Missoula, MT 59803
Phone406-755-6655HoursMissoula, MT 59803
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