Financial Advisor
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I'm proud to be a Thrivent Financial Advisor. I provide personalized financial guidance to people at all stages of life. 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. I'm here to help you do just that.
Education and Experience:
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Business Administration in Accounting from Roanoke College in 1999
- Thrivent Financial Advisor since 2007.
Professional Designations:
- ChFC® Chartered Financial Consultant
- CLU® Chartered Life Underwriter
- RICP® Retirement Income Certified Professional
- FIC Fraternal Insurance Counselor
Specializations:
- Retirement income planning
- Retirement accumulation
- Savings strategies
- Retirement planning
- Life insurance
- Investments
- Solutions for businesses
- Education funding strategies
- Estate strategies
We offer a suite of benefits, tools and resources to help you live the life you want today – and tomorrow. As members see needs in their communities, we put resources in their hands strengthening them as they help others. And the power of those benefits – in our members' hands – makes an impact in communities across the country every day.
Our Thrivent Community - Blue Ridge Group and Thrivent Member Network - Mid-Atlantic Region brings together local Thrivent members for impactful educational and community giving events throughout the year.
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Florida
- Indiana
- Minnesota
- North Carolina
- Virginia
- West Virginia
Insights
Office location
Roanoke Location
1340 Maple Ave SW
Roanoke, VA 24016
Phone540-491-9993 ext. 1Fax833-912-0896HoursRoanoke, VA 24016
Monday - Friday
9:00 AM - 5:00 PM
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