Financial Solutions Unique to You!
Welcome! As a Financial Advisor in Lees Summit, my goal is to establish an ongoing relationship to assist you in reaching your financial goals.
I know being wise with money is a lifelong journey of twists and turns. No matter where your journey takes you, I want to be there to provide financial clarity, so you can live a life of contentment, confidence and generosity.
While others see money as a goal, at Thrivent, we see it as a tool.
Create your financial future by building from the bottom up
Foundation
Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.
Accumulation
A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.
Distribution
After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.
Legacy
This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.
Tax-efficient financial strategies
Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.
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Locations
Lee's Summit Office
- Phone:
- 816-854-9619