Financial Advisor
.I’ve had the privilege of being a Thrivent client for over 20 years, and during that time, I’ve experienced firsthand the positive impact it’s had on my financial journey. Now, it’s my mission to help others achieve that same confidence and peace of mind.
As a financial advisor, I believe strong relationships are the foundation of financial success. I’m passionate about empowering my clients by understanding their unique goals and challenges. Whether you’re just starting out or planning for retirement, I’ll work with you to develop a personalized strategy that helps you move forward with confidence.
Driven by a genuine desire to serve, I’m committed to providing the guidance and care necessary to help you make informed decisions at every stage of your financial journey. Together, we’ll chart a path that aligns with your values and sets you up for long-term success.
- Bachelors of Sociology, Humboldt State University
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Idaho
- Montana
- Oregon
- Washington
Office location
Mt Vernon Location
1301 Riverside Drive Suite D
Mt Vernon, WA 98273
Phone360-757-9300HoursMt Vernon, WA 98273
M – F: 9 a.m. – 5 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