Financial Advisor
.Tax Efficient Planning
Retirement Planning
Financial Clarity. Dependable Guidance.
As a Thrivent Financial Professional, I believe true financial clarity means aligning your resources with your values—so you can live generously and confidently in every season of life.
Whether you're planning for retirement, saving for college, protecting your family, or looking to be more intentional with your resources, I’m here to walk alongside you with guidance that aligns your financial strategy with your values.
Thrivent has been helping people make the most of their resources for more than 100 years. As a not-for-profit membership organization of Christians, Thrivent’s mission is to help people achieve financial clarity, enabling lives full of meaning and gratitude.
My Approach
I take the time to get to know you—your goals, your priorities, and your values—so I can help you:
- Create a personalized financial strategy
- Navigate life transitions with confidence
- Protect what matters most to you
- Invest in your future, with purpose
- Give generously and impactfully
My role isn’t just to offer products or solutions—it's to be a partner in your financial journey, offering support, education, and trusted advice every step of the way.
Why Thrivent?
Thrivent is a unique financial services organization that blends purpose and performance. We’re proud to offer:
- Strong, stable, faith-based financial guidance
- Comprehensive financial services and solutions
- A community-focused approach to generosity
- A not-for-profit structure that puts clients first
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- When can I retire?
- Should I open a ROTH IRA?
I help clients with:
- Retirement strategies
- Investment strategies
- Life insurance
- Asset allocation
- Risk management
- Estate strategies
- Charitable strategies
- Wealth management
Ready to take the next step toward a more confident financial future?
Let’s Start the Conversation. Schedule a Consultation
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- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- California(Insurance Lic. #4445288)
- Florida
- Indiana
- Iowa
- North Carolina
- South Carolina
- Utah
- Virginia
Insights
Office location
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