Associate
.- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Florida
Insights
Wishing you a holy and reflective Ash Wednesday. “Then the LORD God formed a man from the dust of the ground and breathed into his nostrils the breath of life, and the man became a living being.” –Genesis 2:7
Charitable Strategies: Donor-advised FundsYou have a strategy for your finances, but what about your charitable giving? With a little planning, you may be able to give more and gain some tax advantages. Often referred to as a charitable checking account, a donor-advised fund can help simplify your giving and provide flexibility in supporting the charities and causes closest to your heart. Watch this video to learn more.
Thrivent Charitable Impact & Investing®️ is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable Impact & Investing works collaboratively with Thrivent and its financial professionals. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.
There's still time to register for Thrivent’s live virtual Market and Economic Update on December 6. Join us to gain perspective on the markets and economy to help guide your financial strategy.
Register here: bit.ly/3G7oL9a
No products will be sold. See thrivent.com/social for additional information
Office location
North Port Location
3623 Whispering Oaks Dr
North Port, FL 34287
Phone941-539-4713HoursNorth Port, FL 34287
M – F: 9 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