Financial Consultant
.Business Planning
As a child, I lived in poverty and now my goal is to ensure none of my family, friends, and clients ever have to experience that, but rather, are empowered to live lives of abundance.
In my previous career in the oil industry as an underwater welder, I realized people are not given the financial education they deserve to prepare them for the challenges that arise in different stages of life.
While developing a passion for my own personal finances, I also discovered my desire to work somewhere I could make a positive impact on people’s lives. When I learned about Thrivent's mission to help people be wise with money in order to live generously, it was a natural fit for me.
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Alabama
- Alaska
- Arizona
- California(Insurance Lic. #0I22484)
- Colorado
- Connecticut
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kentucky
- Michigan
- Minnesota
- Missouri
- Nebraska
- Nevada
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- South Carolina
- Texas
- Utah
- Virginia
- Washington
- Wisconsin
Insights
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
Office location
Arcadia Location
444 E Huntington Dr Ste 102
Arcadia, CA 91006
Phone626-574-7209HoursArcadia, CA 91006
M – F: 8 a.m. – 4 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
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