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
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
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.