Serving My Service Area
As a long time Grand Junction resident I love our beautiful Western Slope communities. My first home was Wyoming so Grand Junction was a natural fit for myself and my family. Understanding our community needs and strengths allows me to really focus on the desire to balance life and work. Being able to get out and enjoy what our corner of Colorado and Wyoming offers is important. Enjoying the outdoors is only part of what we value. What I know is that our desire to serve in our communities is also a large part of who we are. Thrivent partners with their members making serving in our communities easy and fun through their core value of living generously. Ask me about how you and I can partner to serve a need you see in the community.
Products and services. Aligned with your priorities.
Banking. Insurance. Investments. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed. All coming together to allow you to live your best life.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
