Financial Associate
.Armed Forces & Veterans
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
I’m a financial professional with Thrivent Financial, helping individuals and families build, manage, protect, preserve, and transfer their wealth. I define wealth as investments, real estate, insurance, and estate assets. My process starts with listening, understanding your goals and concerns. I then design, implement, and monitor a personalized strategy, adjusting as life and laws change. My focus is providing clear guidance, cost-conscious solutions, and long-term partnership to help you move forward with confidence.
- Bachelors of Business Administration/Management, Philander Smith College
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- Alabama
- Arkansas(Insurance Lic. #19741505)
- California(Insurance Lic. #4481334)
- Illinois
- Texas
Insights
Time for a career refresh?
The virtual advice role at Thrivent serves as a launching pad for your financial services career.
You get paid training, structured development and hands-on experience that sets you up for long-term success as a financial advisor.
Explore this unique opportunity: thriventcareers.com/4cEb2pZ
#CareerChange #FinancialServices #FinancialAdvisor
The Thrivent Virtual Advisor career is reshaping what the financial advisor role can look like.
In this role, you'll receive:
• structured support
• predictable income while you train and grow
• flexibility in a hybrid or remote setting
Explore the role today: thriventcareers.com/4yy9TcR
This is how you’re set up to succeed as a Thrivent Virtual Financial Advisor:
• Get stable income while you enjoy a flexible work arrangement.
• Follow a structured development plan with intentional support.
• Lay the foundation for your long-term success helping clients we bring to you.
Discover a career where your success is our priority: thriventcareers.com/4oON00g
Office location
Allen Location
900 W Bethany Drive Suite 200
Allen, TX 75013
Phone817-999-3342HoursAllen, TX 75013
M – F: 8 a.m. – 6p.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