Financial Advisor
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I am passionate about helping people make informed decisions in their financial lives. Whether it’s life insurance plans or retirement strategies, I love the conversations. I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to bring clarity and confidence for the future.
I will draw upon my expertise to:
· Strengthen your financial position
· Create a multigenerational wealth plan
· Prepare for unexpected illness, injury or loss
· Invest with purpose and manage your assets
· Explore tax-efficient ways to manage your money
· Save and prepare for income in retirement
· Plan to pass on a meaningful legacy
· FINRA Series 7 General Securities Representative
· FINRA Series 66 Uniform Combined State Law
· Securities Industry Essentials
· Series 6TO Investment Company Products/Variable Contracts Representative
· Life and Health Insurance Licenses
- Series 7 - General Securities Representative
- Florida
- Illinois
- Minnesota
- Ohio
- Tennessee
- Wisconsin
Insights
Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.
See thrivent.com/social for important disclosures.
If you’re interested in understanding what today’s economy could mean for your financial life, watch Thrivent’s recent Q4 Market & Economic Update: https://bit.ly/4eh5DWv
Key takeaways:
☑️ The economy remains solid, but inflation and higher rates still affect consumers.
☑️ AI is reshaping the economy and helping drive recent market growth.
☑️ As change accelerates, stay grounded in your long-term goals.
As a financial advisor, my role is to help you understand what these trends could mean for you, adjust your strategy when needed, and keep your goals in sight. Reach out if you have questions or want to take a fresh look at your approach.
Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
Office location
Kenosha Location
6121 Green Bay Rd Ste 205
Kenosha, WI 53142
Phone262-656-1710Fax833-912-0810HoursKenosha, WI 53142
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