Financial Associate
.Most people are doing their best financially—but don’t have a clear plan.
I work with individuals and families to bring clarity and confidence to their financial lives. Whether you're building wealth, preparing for retirement, or protecting what matters most, my goal is to help you understand where you are today and create a plan for where you want to go.
Before becoming a financial advisor, I spent several years in leadership and mentorship roles, working closely with individuals and families through important life decisions. That experience shapes how I work with clients today—focused on listening first, building trust, and providing clear, practical guidance.
My approach is simple: no pressure, no confusion—just a plan built around your goals and values.
- Associates, Southern New Hampshire University
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- California(Insurance Lic. #4346067)
- Missouri
- South Carolina
Insights
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