Financial Consultant
.I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life throughout Brevard County. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Massachusetts
- Minnesota
- Montana
- New Hampshire
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Washington
Insights
Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations.
Find more ways to involve your family. ⬇️
Charitable trusts: pros, cons, and which type is right for youNot all charitable trusts work the same way. A charitable remainder trust provides income to you or another beneficiary first, with remaining assets eventually going to charity. A charitable lead trust essentially reverses the order, providing support to charity first, with remaining assets going to noncharitable beneficiaries.
If you’ve ever wondered how charitable trusts work or how the different types compare, this may be a useful place to start. ⬇️
Have questions after reading? Let’s connect.
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.
Office location
Rockledge Location
1033 Florida Ave S Suite A
Rockledge, FL 32955
Phone321-622-8144HoursRockledge, FL 32955
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