



I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. 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.
Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That is why I am here to provide the expertise and support you need.
As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and craft a plan to help ensure you’re well positioned to reach your goals.
Together we can explore how you can:
· Help strengthen your financial position.
· Protect your financial future.
· Care for your family after you’re gone.
· Plan for long-term care expenses.
· Explore more tax-efficient ways to manage your money.
· Save and prepare for income in retirement.
· Build lifelong income.
· Plan to pass on a meaningful legacy.
Partnership
Colleague David McNaughton and I work in partnership with a number of clients bringing customized solutions across a variety of needs.
- Masters of Business Administration/Management, Rochester Institute of Technology
- Masters in Business Administration
- Fraternal Insurance Counselor
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Alaska
- Arizona
- Colorado
- Connecticut
- Florida
- Kentucky
- Massachusetts
- New Hampshire
- New Jersey
- New York
- North Carolina
- Pennsylvania
- Rhode Island
- Texas
- Vermont
Insights





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