Specialties
About Me
Most people don’t fear investing.
They fear running out of income. I work with individuals, families, and business owners who want more than accumulation, they want coordination. Coordination between income, taxes, risk, legacy, and long-term flexibility. Because building wealth and living off wealth require two very different strategies. Accumulation rewards growth. Distribution rewards structure. My focus is helping clients: • Turn assets into sustainable monthly cash flow • Reduce unnecessary financial friction and risk exposure • Design retirement income that adapts to market conditions • Think multigenerational, not just quarterly • Make financial decisions with clarity, not emotion I believe financial planning should feel Simple, Impactful, and Relevant, not overwhelming. The real goal isn’t just a larger portfolio. It’s confidence in how your income works, how your plan responds to volatility, and how your wealth transitions to the next generation. If you’re thinking differently about retirement, income, or legacy planning, let’s have a conversation.
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Interests & Hobbies
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Always free for clients.
Credentials
No Designations
Chartered Designations
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Disclosures
Couplr.AI is a promoter who provides an advisor-client matching platform that connects consumers to insurance and/or wealth management professionals (“Financial Professionals”). Based on consumer responses to a series of questions through the American College of Financial Services (“American College”) site, Couplr.AI will introduce you to Financial Professionals who match your criteria. Each Financial Professional receives consumer referrals from interested consumers whose criteria match the Financial Professional. Financial Professionals pay a monthly $99 subscription fee to Couplr.AI to participate in its advisor-client matching platform. This creates a financial incentive and a conflict of interest. The fee paid by the Financial Professional to Couplr.AI is paid irrespective of whether you become a client of the Financial Professional. Neither American College, Couplr.AI nor the advisor-client matching platform are affiliated with or endorsed by Thrivent Financial for Lutherans and its affiliates. Views are theirs and not necessarily those of Thrivent or its affiliates. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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 BrokerCheck for more information about our financial advisors.