Wealth Advisor
.- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Advisor for Senior Living®
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
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Insights
Feel like you're hitting some financial speed bumps lately? Let's talk through what may be slowing you down. Together, we'll create a strategy to help keep you moving forward toward your goals.
Term Life Insurance QuoteCoverage for today and tomorrow. Permanent life insurance can give you a locked-in health rating and coverage that lasts. Explore your options. https://bit.ly/31I9Ygw
Gifts of Life InsuranceHappy Life Insurance Awareness Month! Did you know that you can make a charitable gift of life insurance through InFaith Community Foundation? In doing so, you can support one or more of your favorite charities through one life insurance contract. Watch this video to learn more: https://bit.ly/3jq7eL1
InFaith Community Foundation is a public charity that services individuals, organizations and the community through charitable planning, donor advised funds and endowments. InFaith works collaboratively with Thrivent and its financial professionals. For more disclosures, see Thrivent.com/social.
Office location
Inverness Location
1609 W Colonial Pkwy
Inverness, IL 60067
Phone847-358-8448 ext. 107Fax847-485-8736HoursInverness, IL 60067
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.