Financial Consultant
.- High School Graduate or Equivalent of Not Indicated, Babson College
- Masters in Business Administration
- California(Insurance Lic. #4431413)
- Colorado
- Connecticut
- Florida
- Georgia
- Indiana
- Maine
- Massachusetts
- Michigan
- Minnesota
- Missouri
- New Hampshire
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- Texas
- Vermont
- Virginia
Insights
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
https://www.thrivent.com/insights/life-insurance/updating-your-life-insurance-7-life-events-that-may-affect-your-coverage?email=robert.oneill%40thrivent.com&utm_source=fieldfb&utm_campaign=ThriventThinking&utm_goal=educate&utm_term=library&utm_content=7lifestages
The first step to building a portfolio? Choosing the right asset mix.
A diversified portfolio may include:
✅ Cash
✅ Stocks
✅ Bonds
✅ Mutual funds and ETFs
Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level.
Learn more 👉 https://bit.ly/45HHnZe
Join us at an upcoming event
We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Washington Update
Oct 27, 2026, 5:00 PM UTCOnline Event
The Washington Update
Oct 27, 2026, 11:30 PM UTCOnline Event
Office location
Dedham Location
3 Allied Drive Suite 303
Dedham, MA 02026
Phone617-851-5752HoursDedham, MA 02026
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