Financial Advisor
.I’ll help you create a
financial strategy driven by your values. Together, we can explore how you can:
• Help strengthen your financial position.
• Build emergency savings and manage debt.
• Protect your financial future— and your family’s.
• Be better prepared financially in the event of a death.
• Care for your family after you’re gone.
• Explore more tax-efficient ways to manage your money.
• Prepare to transition savings to income in retirement.
• Build lifelong income.
- CKAr (Certified Kingdom Advisorr), a designation granted by
Kingdom Advisors. - CLTCr (Certification in Long-Term Care), a designation granted by
the Corporation for Long-Term Care Certification. - FIC (Fraternal Insurance Counselor), a designation granted by the
Fraternal Field Managers’ Association.
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Colorado
- Florida
- Pennsylvania
- Texas
- Virginia
Insights
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
The best career path is the one that fits you.
Some people want to build their own business. Others thrive as part of a team or crave structure to launch their career. That's why Thrivent offers more than one way to become a financial advisor.
Find the path that's right for you at: thriventcareers.com/3SXIt07
Office location
Williamsport Location
1420 McKeag Dr
Williamsport, PA 17701
Phone570-323-9727Fax570-323-7624HoursWilliamsport, PA 17701
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