Financial Advisor
.Higher Education Planning
Business Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
Mission Statement: Empowering individuals and families to build generational wealth through holistic, flexible planning that evolves with life’s journey.
Vision Statement: To be a trusted and integrity-driven financial partner, delivering exceptional service and empowering individuals through education—while building a multi-generational practice that strengthens families and uplifts the communities we serve.
- Masters of Business Administration/Management, MISSOURI BAPTIST UNIVERSITY CREVE
- Bachelors of Finance, UNIVERSITY OF ILLINOIS AT URBANA
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Illinois
- Kansas
- Missouri
- Virginia
- Wisconsin
Insights
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/4g9R3l2
Office location
Alton Location
620 East Broadway Suite 241
Alton, IL 62002
Phone618-920-7311HoursAlton, IL 62002
M – F: 8 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