Financial Advisor
.My career in the financial world started at United Bank in 1982. I enjoyed my job and made many long lasting friends until an opportunity at Edward Jones pulled me away. I started as an office administrator then took the big step to become an advisor. In 2011, I took over an office in Hagerstown MD. After 14 years, I left to join Thrivent Financial. I was impressed with the company, their Christian values and their generousity. I remember thinking that I can continue helping people with their finances and also, help them be more generous. How refreshing!
My husband and I are passionate about helping our veterans and that children are our future. I have volunteered helping the IWLA, Habitat for Humanity, Alzheimer's Assoc, United Way and support many community nonprofits.
- Alzheimer's Association - Volunteer
- Habitat for Humanity - Washington County, MD
- Izaak Walton League of America -Member and Volunteer
- Business Solutions 401K Plans
- Thrivent Financial Professional since 2015
- 13 1/2 years with Edward Jones & Co as Branch Office Administrator and Financial Advisor
- 19 Years at United Bank, Assistant Branch Manager
- Over 44 years in the Financial Industry
- Life & Health Licensed serving MD, WV, VA , NC, SC and PA
- Finra Series 66 Uniform Combined State Law
- Finra Series 7 General Securities Representative
- Series 7 - General Securities Representative
- Maine
- Maryland
- North Carolina
- Pennsylvania
- South Carolina
- Virginia
- West Virginia
Insights
Office location
Sharpsburg Location
2809 Harpers Ferry Rd
Sharpsburg, MD 21782
Phone301-799-5009Fax877-200-8330HoursSharpsburg, MD 21782
Monday – Thursday: 9 a.m. – 5 p.m.
Friday: 9 a.m. -- 3 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