Our Story

Our team has nearly 5 decades of combined financial guidance & experience with a vast array of clients. When it comes to your financial security, we are your partners, committed to putting your interests first, acting in your best interests and preparing you and your family for a more secure tomorrow.

We are proud to be Thrivent financial professionals. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.

Thrivent is a member-owned, fraternal benefit society. What does this mean? Thrivent does not have stockholders that influence our decision making. We answer only to our members. Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

Our Marietta Office serves clients in areas all over Georgia such as – Marietta, Roswell, Hiram, Acworth, Alpharetta, Canton, Atlanta, Rome, Ellijay, Kennesaw, Woodstock, Powder Springs, and more!

Our Office in The Woodlands serves clients in areas all over Texas such as - The Woodlands, Houston, Kingwood, Magnolia, Conroe, Montgomery, and more!

Our Gainesville Office serves clients in areas all over Florida such as – Gainesville, Jonesville, Windsor, Waldo, Alachua, Orange Heights, Williston, Newberry, Hawthorne, Micanopy, and many others!

Make an appointment with us to start your financial journey today!