Financial Advisor
.With 22 + years of experience in wealth management, I value the life-long relationships I build with clients as we work together to protect their families and invest in their future. Our relationship-focused business model provides clients customized investment advice in a way that communicates how much we truly value the well-being of each client. I am passionate about my job as a financial advisor for a personal reason. My first husband was diagnosed with a brain tumor the year our youngest was born. Unfortunately, we only had the group term life and disability insurance our employers offered us. As a result, helping people be wise with money, no matter what stage of life or income level, is extremely important to me. In my free time you will find me spending time on the golf course, riding bikes along the Fox River, playing Euchre, or sipping wine with dear friends.
- Volunteer, Thrivent Action Teams
- Salvation Army Angel Tree December Drive at our Geneva office.
- Participant with the Habitat for Humanity Women's Build
- Member of Chapelstreet Church
- Supporter of Shepherd’s Heart Food Pantry
- Compassion International Sponsor
- Fraternal Insurance Counselor (FIC)
- Behavioral Financial Advisor (BFA TM)
- Retirement Income Certified Professional® (RICP®)
- FINRA Series 63 Uniform Securities Agent
- FINRA Series 66 Uniform Combined State Law
- Certificate in Personal Financial Planning
- Life & Health Insurance Licenses
- Associate of Science, Waubonsee Community College
- FINRA Series 7 General Securities Representative
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- Arizona
- Colorado
- Florida
- Illinois
- Indiana
- Kentucky
- Michigan
- Minnesota
- Pennsylvania
- Tennessee
- Texas
- Wisconsin
Insights
Office locations
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