Products and services. Aligned with your priorities.
Whether you're just starting in your career or preparing for the retirement you've dreamed about. I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, needs and budget, I can help develop a financial plan through a spectrum of financial solutions.
I am a holistic financial consultant with expertise in wealth management, insurance, and retirement accumulation and distribution 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 financial planning professional because I wanted to go to work knowing what I did could positively impact someone's life. I've been in the financial industry with Thrivent Financial since 2007. I love that my financial planning practice is more than just 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.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
