Financial Consultant
.Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
I have been with Thrivent over eight years and have a passion for helping my clients design their ideal retirement plan and execute strategies to help ensure they can achieve all their dreams.
My work emphasizes confidence, clarity, and alignment, not just performance.
My team specializes in wealth building, tax planning strategies, strategic portfolio management, risk management, estate and legacy planning coordination.
My practice is best suited individuals and families, pre-retirees and retirees seeking a long-term strategic partner.
Donor Advised Funds
Qualified Charitable Distributions
Service Events
Fund Raising Events
Thrivent Action Teams
Thrivent Choice Dollars
Building with Habitat for Humanity
and much more...
- Certified Financial Planner (CFP®), 2026
- FINRA Series 66, Uniform Combined State Law, FINRA, 2017
- FINRA Series 7, General Securities Representative, FINRA, 2017
- Retirement Income Certified Professional® (RICP®), The American College of Financial Services, 2020
- Fraternal Insurance Counselor (FIC), Kaplan Financial Education, 2018
- Accident and Health, Life, and Variable Annuities- Michigan Department of Insurance and Financial Services, 2017
- Bachelor of Science-Major in Chemistry with minors in Mathematics and Marketing, Western Michigan University, 1994
- Bachelors of Chemistry, Western Michigan University
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Florida
- Georgia
- Michigan
- Nebraska
- New Jersey
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
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.
