Wealth Advisor
.For nearly three decades, I've served as a Thrivent representative, empowering individuals to live purposefully. Each day, God presents me with opportunities to meet the diverse needs of my clients. Whether you are embarking on a financial journey, navigating the complexities of family life, or approaching retirement, I'm committed to ensuring your financial well-being. I recognize that life is a unique journey for each of us, and I'm eager to support you on yours.
My team offers expert guidance and support, drawing on our years of experience as seasoned financial advisors. By taking a holistic view of your financial situation, we develop tailored plans aimed at securing your financial future and achieving your goals.
As a Gainesville resident for over a decade, I am deeply connected with my community and contributed to various meaningful projects including:
- Open Arms Early Learning Center, First Lutheran Church: Board Member
- Scouts-BSA Merit Badge Counselor: Specializing in American Business, Dog Care, Entrepreneurship, Music, Personal Management, Reading, Salesmanship, and Swimming for Troop 454, Venture Crew 454, and Troop 9454 (All-Girls)
- Academy of Entrepreneurship, Buchholz High School: Board Member (President from 2016 to 2018)
For me, swimming is a holistic and fulfilling experience. The therapeutic embrace of the water not only keeps me physically fit but also serves as a sanctuary for my mental wellbeing. I often jest that swimming is the closes I can get to becoming a mermaid - my own form of aquatic magic.
Also, as a member of Swamp Water Aquatics of Gainesville, a competitive swimmer, and an active member of the Gainesville community, I make an effort to assess need within my community and guiding my steps toward taking action. By hosting fundraising events like Swim-a-thons, I use my passion for swimming to raise awareness for those who suffer from Autoimmune Encephalitis and raise money to donate to organizations with the same mission such as Autoimmune Encephalitis Alliance.
Thrivent Financial Professional since 1993
Certified Kingdom Advisor®
Fraternal Insurance Counselor
FINRA Series 7 General Securities Representative
FINRA Series 65 Uniform Investment Advisor
FINRA Series 63 Uniform Securities Agent State Law Exam
Life & Health Insurance License
Valparaiso University, Bachelor of Science in Business Administration & Management, Minor in Mathematics
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- 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
- Alabama
- Arizona
- Florida
- Georgia
- Indiana
- Kentucky
- Louisiana
- Missouri
- North Carolina
- Ohio
- Pennsylvania
- Texas
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