Financial Advisor
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I have been married to the love of my life, Tom, since 2002. We have two children, Emily (31) and Tommy (23) and one dog, Beatrix (4).
I am excited to be a part of an organization that allows me to Thrive with Purpose. I help you assess your current financial picture and with practical guidance to use money as a tool and not a goal. With straightforward purpose-based planning we can figure out your objectives and get you there.
Education = Success
You can find me active with in our church and volunteering with the Denise Marie Flaherty Foundation since 2018. (Where local cancer beneficiaries receive financial support to help with medical bills, basic needs, bucket list trips, and more), I have donated my hair for the 5th time in April of 2024 it went to Wigs for Kids. I have donated 3 gallons of blood with Miller Keystone Blood Bank.
- FIC - Fraternal Insurance Counselor
- CKA - Certified Kingdom Advisor
- CLTC - Certified Long Term Care
- FINRA Series 6 – Investment Company and Variable Contracts Representative
- FINRA Series 7 – General Securities Representative
- FINRA Series 63 – Uniform Securities Agent
- FINRA Series 65 - IAR - Uniform Investment Adviser
- Life, Health and Accident Licensed
- Sports Management, Ocean County Vocational School
- Human Resources Management, Ocean County College
- Technical School of Medical Technology, Cittone Institute
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Connecticut
- Delaware
- Florida
- Maine
- Maryland
- Minnesota
- New Jersey
- North Carolina
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- Washington
- West Virginia
Insights
Exciting news! 🎉
Thrivent will provide an all-time high $605 million payout of dividends and nonguaranteed policy enhancements to clients with membership in 2027.
This is one of the meaningful ways we continue to deliver value to our clients, keeping them at the heart of everything we do.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
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.
Kickoff for Kindness: Navy Football Family Day
Nov 7, 2026, 5:00 PM UTCNavy-Marine Corps Memorial Stadium | 550 Taylor Avenue, Annapolis, MD 21401
3 Ways to Cultivate Giving for Your Church
Nov 8, 2026, 4:30 PM UTCNeola Church Rd Stroudsburg, PA 18360 | Neola Church
Office location
Easton Location
400 S Greenwood Ave Suite 302
Easton, PA 18045
Phone610-871-3456Fax877-704-9871HoursEaston, PA 18045
Monday 9:30 - 5
Tuesday 9:30 - 5
Wednesday 9:30 - 5 (evenings by appointment only)
Thursday 9:30 - 5 (evenings by appointment only)
Friday 10 - 2
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