About Me

As we all know, the state of our finances affects our lives in more ways than one. After being exposed to information & taking action on it, I learned that stewardship can have as much of an impact on quality of life as income. Financial clarity has made such a monumental difference in my own life that I celebrate the opportunity to work with others in their journeys as well.

After working in corporate accounting/finance for years, I realized my growing love for working with people one on one; and see it as a calling rather than a job.

I’ve always valued making informed decisions. No matter what season of life you're in, your finances play a large role in your quality of life. Being in a position to be a resource for individuals, families, & business owners is my passion! Whether you’re young with small children or already in retirement, there's much to consider when organizing your finances. I’d love to set aside some time to address any goals or concerns you may have!

A few of my favorite scriptures:

Matthew 6:33 But seek first his kingdom and his righteousness, and all these things will be given to you as well.
Proverbs 13:22 A good man leaves an inheritance to his children’s children, But the wealth of the sinner is stored up for the righteous.
Jeremiah 29:11 For I know the thoughts that I think toward you, says the Lord, thoughts of peace and not of evil, to give you a future and a hope.
Colossians 3:23 Whatever you do, work at it with all your heart, as working for the Lord, not for human masters
Philippians 4:12-13 I know what it is to be in need, and I know what it is to have plenty. I have learned the secret of being content in any and every situation, whether well fed or hungry, whether living in plenty or in want. I can do all this through him who gives me strength.
Proverbs 3:34 The Lord opposes the proud but gives grace to the humble.

Education & Accomplishments

Licenses: FINRA Series 7, 6, 65, & 63, Life & Health
Professional designations: CLTC®, BFA™, WMCP®
9 years in Accounting/AP/AR
Started my practice as an advisor in 2019

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations