Financial Consultant
.- Masters of Business Administration/Management, Anderson University
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- California(Insurance Lic. #0K97388)
- Colorado
- Florida
- Illinois
- Indiana
- Kentucky
- North Carolina
- Ohio
- Texas
- Wisconsin
Insights
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.
Playing for Something Bigger: An Exclusive Interview with Emily and Jesse ColeSep 8, 2026, 4:00 PM UTC - Sep 30, 2026, 4:00 PM UTC
You’ve probably seen them.The dancing players. The sold-out stadiums. The viral moments. The Savannah Bananas have become one of the most recognizable brands in sports by doing something simple—but powerful:They put people first.We recently sat down with Jesse and Emily Cole for a podcast-style conversation titled “Playing for Something Bigger.”While much of their story centers on reimagining baseball through Banana Ball, the conversation goes deeper.We can't wait for you to see it! To be notified when the on-demand video is ready, please click "Notify Me" and submit your email address. Once released, this video will be available on-demand until November 30th.COMING SOON!No products will be sold at this event. For additional disclosures, see thrivent.com/social.On-demand
Better Together: Food Drive 2026May 26, 2026, 3:00 PM UTC - Oct 1, 2026, 12:00 AM UTC
Make a meaningful impact in your community and let Thrivent amplify your generosity!By reserving a spot, this acts as your registration to host a drive.Host a food drive for a local organizationThrivent clients can collect items to benefit a local Thrivent Choice organization that helps people or families in need. Some example organizations include food pantry's, church help program, daycare, or after-school program - as long as they are an existing Thrivent Choice organization.For each item donated, the local Thrivent Member Network (TMN) will donate $1 to that organization - up to $150 total! The organization must be in the Thrivent Choice catalog in order to receive the donation from the TMN.No products will be sold. For additional disclosures see thrivent.com/social.sign up today
Office location
Carmel Location
11711 N. Meridian St. Ste 400
Carmel, IN 46032
Phone317-646-9846HoursCarmel, IN 46032
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.