My Perspective on Financial Advising

I help individuals and families make confident, values-based financial decisions through thoughtful planning and a disciplined process. My approach goes beyond products—I take the time to truly understand each client’s goals, priorities, and concerns, so we can build a plan that evolves with life. By combining technical expertise with clear, personal communication, I aim to bring clarity, confidence, and long-term alignment to every financial decision.

I believe financial advice should feel personal, not transactional. I take the time to understand what matters most to each client—their family, their goals, and the life they want to build—and then help them make thoughtful, confident decisions along the way. My role is to simplify the complex, stay disciplined through change, and help clients feel more in control of their financial future.

Focus on Community

My passion for community started at a young age when I became a Cub Scout. I continued scouting through middle school but never became an Eagle Scout – something I deeply regret to this day. However, that passion for community in scouting was reignited when my son joined Cub Scouts back in 2022. Since then, I have helped with leadership and have become an Assistant Scoutmaster. We are a very active troop and try to incorporate volunteering and conservation as much as possible, with regular projects including gardening at the VA Hospital in Milwaukee, conservation projects at State and County Parks, and assisting our local Legion Post with their needs.

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.