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
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. ⬇️
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
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/4fIaSQk
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.
Help those impacted by the devastating floodsSep 8, 2026, 4:00 PM UTC - Oct 19, 2026, 4:00 PM UTC
When tragedy strikes, Thrivent clients and the community often want to reach out and help. That spirit of compassion is needed now more than ever as catastrophic floods have deeply affected families and communities across Indiana. Thrivent is coming alongside you to support those impacted by the devastation.Here are three ways:1. Make a donation; Thrivent will boost it! Donate to support disaster relief efforts. For every $2 you donate to Convoy of Hope through Thrivent's online giving platform Thrivent will add $1*. Thrivent will also pay all the processing fees so 100% will go directly to the cause. ** 2. Apply to lead a Thrivent Action Team - Jump into action and lead a Thrivent Action Team with your friends, family and co-workers. When you apply, input “Disaster 2026” in the Promo code field to expedite the shipping of your Thrivent Action Team kit. Note: Apple or Google Pay users- choose the electronic credit card option on the application to receive the seed money within one business day of approval.3. Direct Choice Dollars®️If you are an eligible Thrivent client, click here to direct Choice Dollars to organizations helping with Disaster Response efforts.Disclaimers:*Thrivent will provide a $1 match for every $2 donated to Convoy of Hope through this online disaster response campaign.This match will run until the $10,000 cap is met or Oct. 19, 2026, the sooner of the two. Donations must be made through Thrivent's online giving platform. Donations raised through this campaign will go towards the Indiana Floods Disaster Response.**Thrivent will pay up to $1,000,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.Thrivent Choice®️ is a fraternal activity that gives clients with membership a voice in Thrivent’s charitable giving. While members recommend organizations to receive funding, Thrivent maintains final authority over all charitable distributions. By participating, you agree to the program’s Terms and Conditions available at thrivent.com/thriventchoice.
For important disclosures, see thrivent.com/social.Virtual
Savvy Tax StrategiesNov 4, 2026, 12:00 AM UTC - Nov 12, 2026, 2:00 AM UTC
Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. The Savvy Tax Strategies workshop provides answers to critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.Columbus, IN - Nov. 3 - Register nowLouisville, KY - Nov. 10 - Register nowCincinnati, OH - Nov. 11 - Register nowNo products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 27764-11MR6-22Various
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.