Financial Advisor
.Divorce Planning
Women's Markets
Retirement Planning
- I specialize in supporting women through every stage of their financial journey. My experience is rooted in helping women navigate complicated transitions such as divorce and retirement.
- I understand the unique circumstances women face. For example, their desire for financial clarity and security coupled with longer lifespans, financial imbalances in the workforce, and taking the lead on caring for multiple generations from kids to aging parents.
- I know that women have a powerful intuition. When something feels off or doesn’t feel right, it deserves attention. Listen to that inner voice. Let me help you bring understanding and confidence to your financial life while regaining control—particularly when navigating the financial challenges of a divorce.
- My approach is relationship-driven and tailored to your personal and financial needs. I establish open communication to clarify your goals and priorities which ensures that every plan and strategy is customized for your situation.
- My passion is to help women focus on their financial future, whether it is for retirement, asset management or divorce planning, always with an emphasis on security, stability, and clarity.
- I am committed to empowering women to take control of their financial life. Let’s work together to build a plan that reflects your unique circumstances and aspirations. Contact me for a complimentary consultation to begin your journey.
- Individualized financial planning
- Complex divorce financial planning needing extra financial and lifestyle analysis
- Retirement income strategies
- Asset Management
- Protection for your family and financial future
- Charitable and legacy planning aligned with your values
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life and Health Insurance Licenses
- Behavioral Financial Advice™ Designation
- Certified Divorce Financial Analyst® Designation
- Certified Divorce Financial Analyst®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #4356200)
- Colorado
- Florida
- Hawaii
- Idaho
- Montana
- Oregon
- Pennsylvania
- Texas
- Washington
Insights
Office location
Puyallup Location
437 29th ST NE Suite C
Puyallup, WA 98372
Phone253-445-2423 ext. 205HoursPuyallup, WA 98372
M – F: 9 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