Serving Northern Colorado, Steamboat Springs and the Western Slope for 20 years
I came to Thrivent as a career change after starting out in broadcasting. I love knowing that I can make a difference in my clients’ lives and their families’ lives as well. Because I did not come from a finance background, I feel I can hear and see things from my client’s perspective and find solutions that work and make sense.
My favorite part of this job is that it is never the same - each client has different needs and goals, and it’s fun helping you find the path that works for you to meet your goals. I look forward to creating an atmosphere where you can feel comfortable talking about all your hopes and dreams.
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Providing financial guidance to help you meet your goals.
I'm here to help you meet your financial goals. I especially enjoy working with Families, Individuals, Couples, Pre-retired, Retired, and Professionals in areas of
- Retirement strategies
- Retirement income planning
- Investment strategies
- College planning
- Insurance strategies
- Budgeting and savings goals
I serve clients in Loveland, Fort Collins and surrounding areas of Northern Colorado, as well as Steamboat Springs and the Western Slope including Grand Junction and Montrose. I also meet with clients by phone or video call. You can book a meeting using the link above - I look forward to working with you!
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Location
![office-img A photo of our office](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/5901ef547a804c41bd4abf50816d07c7.jpg)
Loveland Office
- Phone:
- 970-744-4629
- Fax:
- 970-692-2583
- Toll Free:
- 866-847-4493