Products and services. Based on your priorities.
I'm proud to be a Thrivent Financial professional serving the greater Treasure Valley area from Boise Metro to Meridian & Eagle, Caldwell & Nampa and many states beyond. I provide personalized financial guidance to people & businesses at all stages of life.
There are many financial products and services to consider from Business planning to Insurance and Investments. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I take a holistic approach to the planning process. I ask about your needs, your dreams, and your values and what they look like, whether that be starting a family, a business, or a real estate empire. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed. The right guidance can help you get there. Tell me where you're at today.
Driven by your goals and values, I'll draw on my team's and my own industry expertise to help you map out a path to a more secure and robust financial future.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
