Let's put your plans in motion
There is no easy way to begin talking about your finances, but it is one of the most important conversations that you will ever have. I have been starting and leading these conversations since 2004, and nothing has brought me more pleasure than helping people navigate them the Thrivent way. I want to begin that conversation with you and build a relationship that will last for years and continue through generations. I want to know about you and your goals, your likes and dislikes. Paint me a picture of your ideal future and let’s work together to turn it into reality. Using financial planning, wealth management and family protection that is tailored specifically to you, I would love to be here to guide you all the way from starting a family through your retirement years.
My areas of expertise include:
· Retirement income planning
· Investment management
· Protecting loved ones
· Tax analysis strategies
· Charitable giving and legacy strategies
· Trust management
I, along with my team of strong, caring individuals, are eager to work alongside you to achieve all of your financial goals.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Lancaster Office
- Phone:
- 661-209-1036
Hours
M – F: 9 a.m. – 5 p.m.