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At Advocate Wealth Advisors, our mission is to help you make wise financial decisions.
our team
Let's put your plans in motion
Let's put your plans in motion
Want to pursue lifelong dreams while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

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.
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The Season of Giving Wrapping Paper Collection Drive

Nov 30, 2026, 2:00 PM UTC - Dec 4, 2026, 8:00 PM UTC
Our Land O Lakes Office | 2651 Narnia Way, Suite 102, Land O Lakes, FL 34638
Help make the holidays a little brighter for local families by supporting the Gathering Joy event through the Declare No More Foundation.From November 30 through December 4, we will be collecting donations of wrapping paper, bows, and tape to help provide gift-wrapping supplies for families throughout the Tampa Bay area.Donations may be dropped off during regular business hours. To ensure someone is available to receive your items, we encourage you to call ahead (813-807-9906) before stopping by.Together, we can help spread joy and make the holiday season a little more special for families in our community. We appreciate your generosity and support!
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A Lifetime Gift Webinar

Dec 3, 2026, 11:00 PM UTC
Zoom
What no one wants to discuss could be the best present ever.We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? Get tools to help you talk to loved ones and prepare at A Lifetime Gift when Certified Celebrant Shelly Halverson suggests open conversation and offers a practical checklist filled with encouraging instructions.Creator and Facilitator of A Lifetime Gift™ Shelly Halverson will be sharing insights about how to prepare for what-if situations and the end of your life. Her personal experiences, research and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life.No Products will be sold. Shelly Halverson is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6034751.3
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Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 813-626-5489

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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.