About Me

As a Wisconsin native with a lifelong passion for financial education, I’m dedicated to making the financial world easier to navigate. I love helping people gain clarity, simplify decisions, and build a plan that supports the life they want.

Beyond the Office

At home, I’m supported by my wife, Whitney, and our three cats who keep life fun and full of personality.

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How We Work Together

Our approach is built on trust, clarity, and personalized guidance. Here’s what you can expect when we partner together:

1. Connect

We start with a conversation to get to know you—your values, your financial situation, and what matters most to you. This is a no-pressure opportunity to ensure we’re the right fit.

2. Discover

Through a detailed review, we analyze your current financial picture, identify opportunities and risks, and clarify your short- and long-term goals. This helps us build a clear understanding of your needs.

3. Deliver

Based on our findings, we craft tailored strategies aligned with your objectives. We’ll walk you through our recommendations, explain your options, and provide a roadmap for moving forward confidently.

4. Review & Adapt

Life evolves—and so should your financial strategy. We’ll meet regularly to review progress, adjust your plan as needed, and stay aligned with your goals, ensuring your strategy remains responsive and effective over time.

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.