Financial Advisor
.I’ve been a Financial Advisor with Thrivent for several years and I enjoy what I do. I am licensed in Arizona, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, North & South Carolina, Ohio, Pennsylvania, Virginia, and Washington, so I can provide you and others with financial guidance in many areas, I work for Thrivent because it’s a not-for-profit Fortune 500 financial services organization that’s been in business for more than 100 years. Through Thrivent, I can offer Christian financial guidance with a broad portfolio of products and services including planning, investments, mutual funds, managed accounts, life insurance, disability income insurance, long-term care insurance, and much more. Current technology allows me to share many opportunities on "your journey to be wise with money and live generously." In addition to my role with Thrivent, I serve on the board of directors for the St. Luke Foundation and am an active member of Rotary International.
- * CPA (Certified Public Accountant), credentials awarded by the State Accountancy Board
- • Masters Accounting Education
• BSEd
• FINRA Series 6, 7, 63 & 65
• CPA*
• CFP
• LUTC
• FIC
• RICP
• Certified Long-Term Care (CLTC)
• Certified Kingdom Advisor (CKA) - * Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms
- CERTIFIED FINANCIAL PLANNER®
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- California(Insurance Lic. #4289640)
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Massachusetts
- Michigan
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Virginia
Insights
Office location
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.