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
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Your commitment to serve can shape what’s next.
Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals.
See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
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