Drawn to financial freedom for myself and for others, my experience in the financial industry here in Central Ohio includes supporting clients with holistic planning to meet them where they are at. . As a Thrivent Financial Representative, I'm blessed to provide financial guidance to clients looking to develop their personal portfolios, invest in their future and manage their money in a way that works for them. I am a retired US Air Force Veteran, with over 15 years of service. In my downtime, I enjoy travelling the world with my wife, Sameen, working on various service projects, watching the Columbus Crew SC (catch me at the next game!).

As a Chartered Special Needs Consultant® (ChSNC®), I specialize in financial planning for individuals with disabilities, chronic health conditions, and families navigating complex care and benefit systems. My practice is grounded in both professional expertise and personal experience—as a parent to a medically complex child and an adult with a mobility disability, I understand the emotional and logistical challenges that come with planning for a life that doesn’t follow a traditional path.

I support clients virtually across the country from my home base in Medina, Ohio, offering comprehensive, person-centered guidance. I also serve on the board of a nonprofit organization dedicated to advancing integrated housing solutions that provide stable and accessible living options for individuals with disabilities.

Beyond my advisory work, I am a frequent public speaker at conferences and workshops, a podcast guest, and a magazine contributor sharing my personal journey of being matched with my service dog, Robbie. I find deep satisfaction in serving my community and regularly volunteer my time to support programs that empower individuals and families facing disability-related challenges.

Topics I regularly speak on and support families with include:

• Coordinating government benefits with private financial resources
• Funding and maintaining Special Needs Trusts and ABLE accounts
• Housing and long-term care planning for adults with disabilities
• Medicaid waiver strategies and caregiver compensation
• Navigating guardianship, supported decision-making, and successor planning
• Planning for aging caregivers and future transitions
• Tax strategies for families with dependents with disabilities

For any strategies involving legal or tax-related considerations, I collaborate closely with each client’s chosen attorney or CPA to ensure all aspects of the plan are implemented appropriately and in alignment with the client’s broader team.

I’m married, a proud mother of three, and share life with my service dog, Robbie. Whether through education, planning, or direct client support, I am passionate about helping families move forward with clarity, purpose, and confidence.

I view finances as one of the most important aspects of a person’s overall well-being, touching nearly every decision one makes. That’s why I’m proud to work as a Thrivent Financial Representative, where I’m empowered to help others navigate this vital part of their lives. Partnering with a Fortune 500 company that shares my faith-based values brings both stability and deeper understanding to my practice. I’m passionate about helping clients manage their finances confidently, whether it’s maximizing generosity or securing a comfortable retirement. Being aligned with a firm committed to values-based advice allows me to serve you more effectively. I look forward to partnering with you to create a financial strategy that helps you live life to the fullest. I live in Columbus, Ohio with my wife and puppy named Obi. When not in the office I enjoy about anything outdoors, whether that be hoping on a jetski, running local trails or relaxing in a hammock. We love to travel and have made it to 47/50 states.

I'm proud to be a Thrivent financial professional. 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.

I am an Insurance Licenses Office Professional for Cornerstone Financial Advisors and have worked for Thrivent since August 2007. My passion is Customer Service and connecting with our members to give them the best experience possible. My goal is to treat every situation as if it were my own and give the same attention to detail to ensure our member's needs are met. When I am not at work, I enjoy spending time with my family and friends. We enjoy traveling, board/ card games, bike rides, and walking.

Jessica is a Securities Support Associate for Cornerstone Financial Advisors. She graduated from Kansas State University in 2019 with a degree in Personal Financial Planning. She enjoys getting to know our clients as she assists the advisors in meeting your financial goals and needs. In her free time, she enjoys spending time with her family and friends and enjoying the outdoors.

Attusa joined our team as an Office Professional in October 2023, bringing with her a rich background in administration and client service. Prior to this role, she served as a Marketing Director at an engineering firm in the Washington, D.C. area. She later chose to dedicate her time to raising her four children and, more recently, helping care for her four grandchildren. Attusa has a natural ability to connect with people from all walks of life and brings warmth and enthusiasm to every client interaction. She looks forward to building strong relationships with our clients each day.

Robbie is Hannah’s dedicated service dog, trained to open doors, retrieve dropped items, and assist with a wide range of daily tasks that support independence and accessibility. Her work goes far beyond physical assistance—Robbie brings calm, focus, and a touch of joy to every setting she enters. When off-duty, she enjoys napping under desks, supervising snack breaks, and reminding everyone (without saying a word) who really keeps things running smoothly.