Financial Advisor
.Divorce Planning
Specializations: • Retirement income planning • Investments • Education funding strategies • Estate strategies• Divorce planning
- National Association of Women MBAs
- Children’s Defense Fund
- YWCA of Minneapolis
- Memorial Blood Centers
- Westwood Lutheran Church, St. Louis Park
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Arts in Math and Spanish, University of St. Thomas
- MBA, Financial Services, University of St. Thomas
- CFP® (Certified Financial Planner®), a designation granted by the Certified Financial Planner Board of Standards, Inc.
- CDFA® (Certified Divorce Financial Analyst®), a designation granted by the Institute of Divorce Financial Analysts.
- BFA™ (Behavioral Financial Advisor™), a designation granted by Kaplan Financial Education.
- Masters of Finance, Saint Thomas University
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Certified Divorce Financial Analyst®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Arizona
- Arkansas(Insurance Lic. #10654154)
- California(Insurance Lic. #0M17511)
- Colorado
- Florida
- Illinois
- Maryland
- Massachusetts
- Minnesota
- Missouri
- Montana
- New Jersey
- New York
- North Carolina
- North Dakota
- Oregon
- South Dakota
- Texas
- Washington
- Wisconsin
Insights
Office locations
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.
