Helping, individuals, small business owners and communities thrive.

Being financially prepared and living generously go hand in hand, and when they do, our communities thrive. We can partner with you by providing resources for:


Families and Individuals

  • Financial advice and products—We offer guidance and products to help individuals and families create a personalized strategy to help them achieve their goals.
  • BankingThrivent Credit Union (TCU) helps people achieve financial clarity by providing access to banking products and services that help bring balance to spending, purpose to saving, and intention to managing debt.


Churches and Nonprofits

  • Endowments and charitable funds—Flexible endowment fund options to help support the future mission of churches and nonprofits.
  • Investments—Customized investment management services and separately managed institutional administrative services.
  • Financial coaching—Our free one-on-one coaching, "Money Canvas", helps you and the people you serve create healthy saving, spending and budgeting habits
  • Church financing, Business banking, Christian leader webinar series


Click here to Schedule A Meeting

Community Impact

We are proud supporters of the following organizations


Education & Experience

  • Bachelor of Arts in Communication Studies | CSU Northridge
  • Financial Planning | Pepperdine University
  • Masters of Business Administration | Indiana Wesleyan University
  • CFP® (Certified Financial Planner™)
  • CKA® (Certified Kingdom Advisor)
  • BFA (Behavioral Financial Advisor™)
  • CLTC® (Certified in Long Term Care)
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • State(s) Licensed: AZ, CA Insurance Lic. #0G89625, CO, FL, GA, HI, IA, IL, IN, MD, MN, NV, OH, OR, TN, TX, VA, WI

Los Angeles

Legacy Wealth Group

Legacy Wealth Group

Title

Team Practice

Website
https://connect.thrivent.com/legacy-wealth-group