Financial Advisor
.Women's Markets
Tax Efficient Planning
Retirement Planning
I truly feel led to help people live their best lives – and that looks different for everyone. It’s important to me that I get to know you, your values, and your goals. Only then, can I provide financial guidance that is tailored to help create a safe and successful future for you and your loved ones.
I am passionate about educating people and supporting local non-profits. You will see this played out in the workshops I host, events I participate in and the causes I support personally and professionally.
I have a husband and four fabulous kids! I’ve lived through most of what I will be helping you with: saving for retirement, funding the children’s sports and activities, seeing my kids through college, decisions around an inheritance, retiring my spouse and deciding how to collect a pension and determining what retirement income will look like alongside Social Security, and some of life’s unexpected financial surprises.
- Living and Learning Enrichment Center
- Good Shepherd Coalition
- John Paul Secondary School in Uganda
- St. James Catholic Church
- FIC
- RICP®
- FINRA Series 7
- FINRA Series 66
- Life & Health Insurance
- CLTC
- B.A. Degree
- M.A. Degree
At Generational Wealth Advisors, our mission is to help you live and leave a legacy in your faith, family, and finances. Through maximizing the unique strengths of our support staff and advisors, we strive to provide concierge-level customer service to every client.
As our name suggests, we love working with your family! Our team excels in helping clients and adult children who need a well-thought-out legacy strategy for families and charity, We can also equip you in preparing for and navigating wealth transfer conversations between generations, and are happy to review adult children's finances to ensure they are prepared to receive wealth transfer.
Our Values:
Service - We place importance on serving our clients and communities with integrity, quality value.
Excellence - We continually pursue the highest level of team standards, customer service, and character.
Faith - We do our best to be good stewards of our time, talent, and treasure as we put our Christian faith into action.
Family – We live to leave a legacy of love within our families for generations to come.
Community – We strive to engage our communities in a way that makes them better places to live, work, and raise families.
- Masters of Teacher Education, Marygrove College
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Arizona
- Colorado
- Florida
- Indiana
- Kentucky
- Michigan
- Nevada
- Ohio
- Texas
- Virginia
- Washington DC
- Wisconsin
Insights
Office locations
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