Financial Advisor
.Higher Education Planning
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
As a Thrivent Financial Advisor, my focus is on helping individuals and families feel confident and in control of their financial future. My approach is rooted in clarity, education, and long-term relationships—because I believe financial planning should feel approachable, not overwhelming.
I’m especially passionate about helping guide and support individuals who are stepping into new seasons of life—whether that’s a career change, growing a family, navigating a major life event, or simply taking the next step toward greater financial clarity. These transitions can feel overwhelming, but they also present an opportunity to be intentional and move forward with confidence.
Prior to entering the field of financial services, I spent several years in the classroom as a high school English teacher. That experience shaped how I work with clients today: I prioritize listening first, explaining complex ideas in a clear, relatable way, and meeting people where they are.
Whether you’re just getting started, navigating a life transition, or refining an established plan, I’m here to help you make thoughtful, informed decisions that align with your goals and values.
My goal is simple: to help you feel informed, empowered, and supported every step of the way.
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Arkansas(Insurance Lic. #21672027)
- Illinois
- Indiana
- Minnesota
- Wisconsin
Insights
Office location
Waukesha Location
20935 Swenson Drive Ste 150
Waukesha, WI 53186
Phone414-315-6335HoursWaukesha, WI 53186
M – F: 8 a.m. – 4 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