Let's put your plans in motion
Want to pursue lifelong dreams while supporting people and causes you care about? 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 industry expertise to help you map out a path to a more secure financial future.
My team has nearly 5 decades of combined financial guidance & experience with a vast array of clients. When it comes to your financial security, I am committed to putting your interests first, acting in your best interests and preparing you and your family for a more secure tomorrow.
I am proud to be Thrivent financial professional. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.
Thrivent is a member-owned, fraternal benefit society. What does this mean? Thrivent does not have stockholders that influence our decision making. We answer only to our members. Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.
My Gainesville Office serves clients in areas all over Florida such as – Gainesville, Jonesville, Windsor, Waldo, Alachua, Orange Heights, Williston, Newberry, Hawthorne, Micanopy, and many others!
My Pledge to You
I provide comprehensive financial advice in the context of a long-term partnership with you. Through my experiences in this industry, I have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you achieve your financial and lifestyle goals.
I Will Always:
- Strive to acquire and maintain a thorough understanding of your financial goals.
- Update your current financial information on a regular basis.
- Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
- Update you as and when appropriate by email, mail and phone.
- Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
- Treat you with utmost respect and professionalism.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Gainesville FL Office
- Phone:
- 352-505-8905
- Fax:
- 352-244-8980
- Mobile:
- 352-290-8050
Hours
Monday – Friday: 9:00 am – 5:00 pm