Financial Associate
.When I'm not working, I stay active with many hobbies. I have a love for photography as well as traveling with a purpose. I volunteer with a number of charities in the area and was Tipp City's Citizen of the Year in 2018, as well as the Philanthropist of the Year. I'm also very proud of my two grown children, who are both busy pursuing their chosen career paths.
- Volunteer, Thrivent Builds Worldwide
- Volunteer, Thrivent Action Teams
- Member, Tipp City Rotary
- Member, GIve Where You Live Miami County
- Board Member, Standing Up to POTS (Postural Orthostatic Tachycardia Syndrome)
- Board Member, Love Pursuit International
- B.A. in Education from Heidelberg University, 1986
- Life & Health Insurance Licenses
- FINRA Series 63 Uniform Investment Advisor
- FINRA Series 06 General Securities Representative
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
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- North Carolina
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Insights
Exciting news! 🎉
Thrivent will provide an all-time high $605 million payout of dividends and nonguaranteed policy enhancements to clients with membership in 2027.
This is one of the meaningful ways we continue to deliver value to our clients, keeping them at the heart of everything we do.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
Office location
Tipp City Location
115 W Main Street
Tipp City, OH 45371
Phone937-667-8270Fax937-667-2809HoursTipp City, OH 45371
M – F: 9 a.m. – 5 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