Associate
.Higher Education Planning
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
- Master of Science Financial Services
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Chartered Advisor in Philanthropy®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- California(Insurance Lic. #0F96013)
- Florida
- Georgia
- Illinois
- Indiana
- Ohio
Insights
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.
Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
Office location
Boca Raton Location
150 E Palmetto Park Rd Ste 800
Boca Raton, FL 33432
Phone561-465-7477Fax561-465-7501HoursBoca Raton, FL 33432
M – F: 9 a.m. – 4 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