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
Your finances don’t exist in separate buckets.
Let's create a thoughtful financial plan to help you see how all the pieces work together.
See thrivent.com/social for important disclosures.
Financial confidence starts with a plan.
That's why every Thrivent client's financial plan is built around the financial house framework, which offers a practical way to prioritize what matters, strengthen your financial foundation and adapt as life changes.
Ready to create your own blueprint? Let's connect.
See thrivent.com/social for important disclosures.
What could your future look like with the right plan?
Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.
Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.
See thrivent.com/social for important disclosures.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Leaving a Thriving LegacyOct 21, 2026, 2:00 PM UTC
Our team is committed to helping you plan for your future - and the future of those that you care most about. Better prepare yourself for the “what-ifs” by joining us as we address:Essential estate preservation documents you should haveThe purpose and role of a willEstate taxes and annual gifting limitsHow the probate process worksAdvantages of naming beneficiaries on your accountsThe SECURE Act 2.0 and how it impacts retirement accountsLong-term care planning: costs and optionsCharitable giving strategies and opportunitiesHow Qualified Charitable Distributions (QCDs) workLife Insurance: Creating stability for every stage of life This workshop is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. The workshop suggests a complimentary consultation for further conversations with a financial advisor. See thrivent.com/social For important disclosuresLive Online
How does what's happening in Washington affect your bottom line?Oct 27, 2026, 5:00 PM UTC
During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1Live online broadcast
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