Financial Advisor
.I’m a financial advisor who believes money is a gift meant to be stewarded with wisdom, generosity, and purpose. My Christian faith shapes how I serve others and informs the way I approach financial planning. Currently living in Billings, Montana. I’ve also lived in Oklahoma, Missouri, Wisconsin, and Kansas. I hold a bachelor’s degree in finance and spent two years working in public accounting, allowing me to combine strong technical knowledge with a genuine heart for helping people.
I help clients align their finances with their values through:
- Thoughtful, values‑based investing
- Tax‑efficient strategies to help preserve and grow wealth
- Income protection as a vital foundation of every financial plan
- 401(k) rollovers and account consolidations to simplify retirement planning
- Open, honest conversations around tithing and charitable giving
- Bachelors of Finance, Evangel University
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Colorado
- Missouri
- Montana
- Oklahoma
- Texas
Office location
Billings Location
3936 Avenue B Ste C
Billings, MT 59102
Phone406-500-2764HoursBillings, MT 59102
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