Financial Advisor
.Charitable Giving /Philanthropy
Tax Efficient Planning
Retirement Planning
I have been a Financial Advisor with Thrivent since 2016. Before joining Thrivent, I worked in human resources and as a financial analyst. I chose to build my practice at Thrivent because it helps me enable individuals and families to make clear and purposeful financial decisions. Whether you’re preparing for retirement, transitioning to it, or looking for a clear strategy, my role is to help you move forward with confidence. As your needs change, we work together to help you make the most of all you’ve been given now and across generations. I’m based in Northeast Ohio, and when I’m not working, I enjoy traveling, playing golf, and spending time with my nieces and nephews.
Check out the impact we have made in the community.
- Bachelors of Business Management, Asbury College
- CERTIFIED FINANCIAL PLANNER®
- Series 7 - General Securities Representative
- Florida
- Indiana
- Nebraska
- Ohio
- Pennsylvania
- Rhode Island
- Virginia
Insights
Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations.
Find more ways to involve your family. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Office location
Stow Location
3922 Clock Pointe Trail Suite #104
Stow, OH 44224
Phone440-522-0447Fax440-306-8777HoursStow, OH 44224
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
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.