Financial Advisor
.Women's Markets
Estate Planning
Tax Efficient Planning
Retirement Planning
Proudly serving the Greater Missoula area - Bitterroot, Blackfoot, Flathead, and Clark Fork Valleys.
I work with:
• Individuals and families preparing for retirement and seeking local, personalized guidance
• People navigating major life transitions
• Clients who want to integrate faith and finances
• Generous givers supporting churches and nonprofits
If you’re looking for a financial advisor who combines professional expertise with a values‑driven approach, I’d love to connect and help you build a financial strategy that supports your goals and your future.
As a Thrivent financial advisor, I provide values‑based financial guidance for individuals and families who want to make wise decisions, care for their loved ones, and use their resources with purpose. With advanced training in retirement income planning, long‑term care strategies, and behavioral finance, I help clients build financial confidence at every stage of life.
• Retirement Planning
Build a sustainable income strategy for every stage of retirement.
• Long‑Term Care Planning
Prepare for the unexpected with thoughtful, proactive protection strategies.
• Tax‑Efficient Strategies
Explore ways to give, invest, and plan with tax‑smart approaches.
• Estate and Legacy Planning
Support the people and causes you care about most.
• Values‑Based Financial Planning
Align your financial decisions with your Christian principles.
As a proud supporter of Arts Missoula, we believe in the power of creativity to strengthen communities, inspire connections, and enrich lives. We're honored to support an organization that brings art and culture to Missoula and helps our community flourish.
- Finra Series 7 General Securities Representative
- Finra Series 65 Uniform Investment Advisor
- Finra Series 63 Uniform Securities Agent State Law
- Life & Health Insurance Licenses
- BS in Business Finance, University of Montana
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
- Behavioral Financial Advisor (BFA)
- Certified Long-Term Care (CLTC)
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Alaska
- Idaho
- Kansas
- Montana
- Washington
Insights
Office location
Missoula Location
1001 SW Higgins Ave Ste 201
Missoula, MT 59803
Phone406-728-9255HoursMissoula, MT 59803
M – F: 9 a.m. – 5 p.m.
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