Financial Advisor
.Business Planning
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. My goal is to establish and maintain an ongoing financial relationship with clients to help them reach their financial goals. I specialize in helping people be more secure in areas of retirement income planning, investment management and protecting loved ones against the impact of long-term care, death, and disability. I am a Certified Exit Planning Advisor (CEPA) specializing in financial planning for small business owners. I guide entrepreneurs through seamless business transitions while supporting public employees, especially public-school teachers, in navigating complex financial landscapes. Whether it's securing a stable retirement or maximizing pension benefits, I offer innovative, client-centered advice that ensures long-term financial stability and success.
At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
- Bloomingdale Chamber of Commerce Silver member
- Co-founder and current secretary RoseBloom Referral Group
- Lake Park High School Business Advisory steering group member
- Lake Park Band Auxiliary director of Fundraising
- Volunteer, Lake Park Marching Band Crew
- C.S. Lewis Institute Fellow
- C.S. Lewis Institute Chicago regional board member
- Member, Trinity Roselle
- CERTIFIED FINANCIAL PLANNER®
- CEPA (Certified Exit Planning Advisor)
- B.S. Finance University of Illinois Urbana-Champaign
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Illinois Life and Health Insurance Licenses
- Bachelors of Finance, University of Illinois at Urbana-Champaign
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Arizona
- Florida
- Illinois
- Indiana
- Missouri
- Tennessee
- Texas
- Wisconsin
Insights
Office location
Bloomingdale Location
134 W Lake Street
Bloomingdale, IL 60108
Phone630-310-6713HoursBloomingdale, IL 60108
M – F: 9 a.m. – 5 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
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.
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.