Financial Associate
.For over two decades, I have led a faith-based financial practice that allows me to share my passion for helping people find, understand and implement strategies to help them reach financial security. Life is a journey and we all take different paths. My goal is to empower those I work with to handle life's ups and downs in order to fulfill their dreams and gain confidence about their financial present and future. A holistic approach to financial guidance allows one to be wise with money and live generously. As the Lord has richly blessed me, I seek to share His blessings with my community and those I serve. When not serving my members, you will often find me with my husband of 36 years, George, enjoying the outdoors - camping and traveling or hitting Art museums and shows with my daughter, Sara. I have been a member of St. Paul's Evangelical Lutheran Church in Lutherville, MD for more than 20 years.
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 07 General Securities Representative
- Life and Health Insurance Licenses
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- Arizona
- Delaware
- Florida
- Illinois
- Louisiana
- Maine
- Maryland
- New Jersey
- New York
- North Carolina
- Pennsylvania
- South Carolina
- Tennessee
- Virginia
- Washington DC
- West Virginia
- Wyoming
Insights
Have questions about how current market conditions fit into your plan? Let's talk through them.
For additional disclosure, see thrivent.com/social
Your commitment to serve can shape what’s next.
Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals.
See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
December has a way of showing up before we're ready. 🍂 Before the holiday rush takes over, take a closer look at your financial goals, retirement contributions, charitable giving, and potential tax-saving strategies.
A little planning now could make a meaningful difference in how you finish the year.
Let's talk about your year-end checklist before the calendar runs out.
#YearEndPlanning #FinancialStrategy #PlanWithPurpose
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
Office location
Baltimore Location
9530 Belair Rd
Baltimore, MD 21236
Phone410-256-6411Fax410-256-6110HoursBaltimore, MD 21236
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