
Let's put your plans in motion
I welcome the opportunity to work with you as you learn more about Thrivent and its mission to help you achieve financial clarity. I have been providing financial guidance and comprehensive planning to individuals and families for more than 20-years. My counsel and methodologies serve to support your future, your family and to help connect your financial strategy to your faith. I help fulfill your convictions, which may range from financial protection for loved ones, providing for a financial future, supporting faith-based investing, along with investing based on environmental and social convictions. We will meet regularly to review where you stand on your financial journey. I believe that our work together will result in good stewardship of the gifts we have received from God.
My degrees in Finance and Economics help me provide expertise. I maintain up-to-date knowledge of the economy and market conditions to help manage investment portfolios. Furthermore, I have obtained the Certified Kingdom Advisor (CKA), and Chartered Financial Consultant (ChFC) designations. I am committed to delivering Biblical wisdom and wise counsel.
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Location
Limerick Office
- Phone:
- (484) 945-0100
Hours
Monday through Thursday: 9 a.m. – 9 p.m.
Friday: 9 a.m. - 5 p.m.
Schedule an appointment to meet in my office, in your home or on video conference.