Financial Advisor
.I take pride in working with my clients on a one-on-one basis, and place emphasis on their goals, needs, and drivers of decision making within their lives. Once I gain a thorough understanding of the client’s true issues, I am able to offer customized investment and insurance solutions.
I have a bachelor’s degree in Business Administration with an emphasis in Finance from CSUN. With over 10 years of comprehensive financial planning experience in working with families and businesses, I continue to develop my skills on a daily basis to help clients thrive.
- Bachelor of Science, Business Administration, Finance
- Life & Health Licensed
- Series 66 Licensed Investment Advisor
- FINRA Series 7 Registered Representative
- Bachelors of Business Administration/Management, CSU, Northridge
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0G74072)
- Delaware
- Florida
- Idaho
- Michigan
- Minnesota
- Montana
- North Carolina
- Oregon
- South Carolina
- Tennessee
- Texas
- Washington
Insights
The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more: https://bit.ly/4hmPFKV
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Office locations
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