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
What could give the economy momentum in 2027—and what could slow it down? Thrivent Chief Financial & Investment Officer David Royal explains why AI investment and strong employment offer reasons for confidence, while higher interest rates could create headwinds. Watch the clip: https://bit.ly/4eh5DWv
If you’re interested in understanding what today’s economy could mean for your financial life, watch Thrivent’s recent Q4 Market & Economic Update: https://bit.ly/4eh5DWv
Key takeaways:
☑️ The economy remains solid, but inflation and higher rates still affect consumers.
☑️ AI is reshaping the economy and helping drive recent market growth.
☑️ As change accelerates, stay grounded in your long-term goals.
As a financial advisor, my role is to help you understand what these trends could mean for you, adjust your strategy when needed, and keep your goals in sight. Reach out if you have questions or want to take a fresh look at your approach.
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
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.