



I am a holistic financial consultant with expertise in wealth management, insurance, retirement planning and divorce financial planning. I enjoy learning about the needs of the families and individual clients I help. I know that my time with a client is far more impactful if I understand what my clients’ lives are like. I became a Certified Financial Planner professional because I wanted to go to work knowing that what I did could positively impact someone’s life; something that would always challenge me to grow. I love that my financial planning business is about more than money. It’s about relationships with clients like you that I can cherish for years to come. I understand that life is about the things that bring you joy and doing more with what you have. No matter what your financial goals are, I will build a financial plan around the things that you care about.

- CERTIFIED FINANCIAL PLANNER™ Professional, CFP®
- Certified Divorce Financial Analyst, CDFA
- Behavior Financial Adviser, BFA
- Fraternal Insurance Counselor, FIC
- FINRA Series 6, 66, 7, 63
- Life and Health Insurance Licenses
- Music and Art Studies, University of London
- Bachelor of Arts degree in Interpersonal Communication, Pacific Lutheran University
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Certified Divorce Financial Analyst®
- Behavioral Financial Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #0816794)
- Idaho
- Maryland
- Massachusetts
- Nevada
- New York
- Oklahoma
- Oregon
- South Carolina
- Washington
- Wisconsin
Insights



Newbury Park, CA 91320
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.