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My Story

As a financial advisor, I encourage families to have a positive relationship with money and to be the best stewards of all that God has entrusted to them. Money is a tool that God uses with His children to create lives rich in meaning, gratitude, joy and abundance. Starting my financial services career in 2017, I launched my own financial planning practice in Marietta, Georgia within an experience team. After a path as a field manager with Thrivent for several years, I subsequently established the Avonlea Financial Group with financial advisor Katherine Gross in 2022. All throughout my tenure, my journey reflects a commitment to this profession and the clients and community I am privileged to serve.

Paying It Forward

My mission is to uplift my community and pave the way for a brighter future. As the Stewardship Chair with my local congregation, I dedicate myself to fostering others with a spirit of giving and abundance through biblical stewardship of God’s resources. Additionally, I am honored to serve as a Merit Badge Counselor for Personal Management, Music, and Bugling with the Scouts BSA - Atlanta Area Council. This role allows me to lead educational sessions with youth and spearhead the recruitment of adult leaders for Merit Badge Summits. In collaboration with cause organizations like The Sandwich Project, which tackles food scarcity in metro Atlanta, my team and I mentor youth in making meaningful community contributions. I firmly believe that God calls us to invest in others and our communities to His glory which enriches the world and also aligns with a purpose of spreading generosity through proactive engagement.

Education & Accomplishments

Thrivent Financial Professional since 2003

CERTIFIED FINANCIAL PLANNER®

Certified Kingdom Advisor®

Chartered Advisor in Philanthropy

Fraternal Insurance Counselor

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combined State Law

Life & Health Insurance License

University of Alabama, Bachelor of Arts in Music Administration

Meet My Team

Avonlea Financial Group

Avonlea Financial Group

Title: Team Practice
Website: https://connect.thrivent.com/avonlea-financial-group

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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