Associate
.- Masters of Biblical Studies, Olivet Nazarene University
- Masters of Theology, Asbury Theological Seminary
- Bachelors of Biblical Studies, Olivet Nazarene University
- CERTIFIED FINANCIAL PLANNER®
- Series 7 - General Securities Representative
- Securities Industry Essentials
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Insights
I'm proud of this one. Becoming a CERTIFIED FINANCIAL PLANNER™️ Professional was one of the most difficult challenges I've faced and I had to work for years toward this goal. This week I officially received my credential after meeting all the requirements of the CFP Board.
There are lots of degrees, certifications, and licenses out there but to me becoming a CERTIFIED FINANCIAL PLANNER™️ Professional has always been the gold standard. I look forward to putting the expertise and competency this credential represents to work for real people who are trying to make wise financial decisions that lead to living more generous, more secure, and less anxious lives.
https://certificates.cfp.net/77d248c0-5148-4c9e-a946-429585167030
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Office location
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.