Financial Advisor
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I’m proud to be a Thrivent Financial Advisor and to serve individuals and families with thoughtful, personalized financial guidance at every stage of life. As a Behavioral Financial Advisor (BFA™), I take a client-centered approach that goes beyond numbers—helping you align your financial decisions with your values, goals, and long-term vision.
At Thrivent, we believe money is not an end goal, but a tool—one that can help you live a life rich in meaning, generosity, and purpose. My role is to help you use that tool wisely by creating a clear, personalized strategy built around what matters most to you.
Whether you’re preparing for retirement, navigating a life transition, or simply looking to feel more confident in your financial future, I’m here to help you make informed decisions and stay focused on what matters most. Together, we’ll build a plan designed to support both your financial well-being and the life you want to live.
Living in Folsom, I truly value the lifestyle that comes with our community, especially the access to incredible outdoor recreation. I’m happiest exploring local hiking trails or biking through scenic landscapes, taking in everything Northern California has to offer.
Family is at the center of my life. I love traveling together and discovering new places, with Lake Tahoe and the coastal redwoods being two of our favorite destinations for both adventure and relaxation. On weekends, you’ll often find me cheering on my kids at their sporting events, and in the winter, we look forward to time in the mountains skiing as a family.
My faith plays an important role in both my life and my work, guiding me to serve others with integrity, compassion, and a long-term perspective.
That same appreciation for balance, planning, and purpose carries into my work. I’m committed to ongoing financial education and continuously growing in this field so I can better serve the individuals and families I work with. Helping clients navigate their financial journey with confidence and clarity is something I’m deeply passionate about.
- CFP® (CERTIFIED FINANCIAL PLANNER®), a designation granted by the Certified Financial Planner Board of Standards, Inc.
- CLTC® (Certification in Long-Term Care ®), a designation granted by the Corporation for Long-Term Care Certification
- BFA™ (Behavioral Financial Advisor ™), a designation granted by Kaplan Financial Education
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses in CA, WA and TX
- Bachelor of Arts in Psychology from California State University, Chico
Thrivent Financial has one of the strongest capital positions in the industry. However, it’s our mission that makes us unique. At Thrivent our goal is to help Christians be wise with money and live generously. This means we have a different mindset about finances. We believe that money is a tool not a goal.
As a Financial Advisor, I will work with you to provide comprehensive financial guidance that reflects your goals and values. Whether it is helping you with retirement, investments, or through the financial complexities of divorce, together we can develop a financial strategy that helps your money work for you. Contact me to learn more or schedule a time for us to meet.
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Together, we’ll assess your financial picture and explore how you can achieve your goals.
Folsom Chamber Member Since 2019
Offering Community Financial Workshops
Generosity Events and Action Teams
- CERTIFIED FINANCIAL PLANNER®
- Certification in Long-Term Care®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- California(Insurance Lic. #0M63254)
- Texas
- Washington
Insights
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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.
If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning.
See thrivent.com/social for important disclosures.
Office location
Folsom Location
101 Parkshore Drive Ste 100
Folsom, CA 95630
Phone916-633-7922HoursFolsom, CA 95630
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
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.