Financial Consultant
.I firmly believe that I was called by God - as part of my Christian faith - to provide financial clarity to those with lifelong dreams. With over 10 years of experience in wealth management, I specialize in helping individuals and families navigate the complexities of preserving and growing their wealth. My approach is centered on understanding each client’s unique goals, values, and aspirations to create tailored financial strategies that foster long-term success.
I work with successful business professionals to provide sophisticated investment solutions, tax-efficient planning, and holistic wealth management that aligns with their lifestyle and future ambitions. My commitment is to offer experienced advice, clear communication, and personal service at every step of the journey, empowering clients to make informed financial decisions with confidence.
Whether you're planning for retirement, building a legacy, or managing complex assets, I am here to guide you with integrity and dedication.
- Bachelors of Marketing, Waldorf College
- CERTIFIED FINANCIAL PLANNER®
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Arizona
- Colorado
- Iowa
- Minnesota
- South Dakota
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Star movieNov 28, 2026, 10:00 PM UTC - Nov 29, 2026, 3:00 AM UTC
Join us for an exciting in-person event at the Southbridge Mall on November 28, 2026 at 2:00 PM (CST). Doors will open at 1:30 PM (CST).Experience the magic of The Star in a vibrant community setting. Don't miss this fantastic opportunity to enjoy a memorable event! Popcorn and a drink will be provided. Join us prior to the movie for a photo op and crafts.No products will be sold. For additional disclosures, see thrivent.com/social.Southbridge Movie Theater, 100 S Federal Ave, Mason City, IA 50401
Christmas Generosity EventDec 14, 2026, 1:00 AM UTC - Dec 14, 2026, 6:00 AM UTC
Join us for a wonderful celebration of the holiday spirit at Fat Hill Brewing on December 13, 2026 at 5:00 PM (Central Time)! This in-person event is the perfect opportunity to embrace the joy of giving and connect with others in a festive atmosphere.Come ready to share warmth, kindness, and holiday cheer as we gather together to celebrate generosity in the heart of the season. Don't miss this special occasion to make meaningful memories!Fat Hill Brewery, 17 N Federal Ave, Mason City, IA 50401
Office location
Mason City Location
1527 S Monroe Ave.
Mason City, IA 50401
Phone641-423-1533HoursMason City, IA 50401
M - Th: 8:30 a.m. - 3:30 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
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.
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
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.