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
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
The good news? You don’t have to wait until RMDs begin to start planning.
Strategies like Roth conversions, charitable giving, wealth transfer and thoughtful income planning can help you manage the tax impact over time.
The earlier you plan, the more options you may have.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#RetirementPlanning #RMD #TaxPlanning #RetirementIncome #FinancialPlanning
Some careers offer a paycheck. Others offer the opportunity to build something great.
As a Thrivent financial advisor, you can do meaningful work while building a practice that is supported by a network of peers and the strength of a Fortune 500 company.
Explore your next opportunity: https://thriventcareers.com/4dSlSJs
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