Financial Advisor
.- CERTIFIED FINANCIAL PLANNER™, a certification granted by CFP Board, Washington, D.C.
- TPCP, (Tax Planning Certified Professional), a designation granted by the American College, Bryn Mawr, PA.
- WMCP (Wealth Management Certified Professional), a designation granted by the American College, Bryn Mawr, PA.
- CCFC (Certified College Financial Consultant), a designation granted by the American Institute of Certified College Financial Consultants.
- BFA (Behavior Financial Advisor), a designation granted by Kaplan Financial Education, Bloomington, MN
- Million Dollar Round Table. MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge.
- National. Association of Insurance and Financial Advisors - National Quality Award. The NAIFA Quality Award provides financial professionals the opportunity to demonstrate commitment to excellence through performance, education, and industry service. For more information, see: https://tdc.naifa.org/nqa
- M.S. in Mathematics, Montana State University
- B.S. in Mathematics, Montana State University
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Wealth Management Certified Professional®
- Tax Planning Certified Professional®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0K87650)
- Colorado
- Georgia
- Hawaii
- Idaho
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Montana
- Nevada
- North Carolina
- Ohio
- Oklahoma
- Oregon
- South Carolina
- South Dakota
- Texas
- Utah
- Washington
- Wisconsin
Insights
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact.
Get in touch to explore whether a DAF fits into your financial strategy.
See thrivent.com/social for important disclosures.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Office location
Las Vegas Location
8345 West Sunset Road Suite 230
Las Vegas, NV 89113
Phone702-407-5550Fax866-201-6344HoursLas Vegas, NV 89113
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.