Financial Advisor
.Tax Efficient Planning
Young Families
Retirement Planning
As a wife and mother of two boys, I know that financial strength creates more than wealth - it creates freedom, opportunity, and confidence about the future.
My passion is to help individuals and families simplify financial complexity and make smart, intentional decisions about their money. Together, we address questions such as:
- Is my wealth structured efficiently from a tax and liquidity perspective?
- How does my tax location affect myself, spouse, and heirs?
- Where should assets be held to maximize growth, tax efficiency, and legacy outcomes?
- What strategies can help minimize taxes over my lifetime?
- How can I transfer wealth in a way that reflects my values and protects my loved ones?
By integrating investment, tax, retirement, and estate planning considerations, I help clients create financial strategies designed to support both their current lifestyle and long-term aspirations.
When I am not at work, I enjoy hosting friends, playing chess with my boys, helping at church, working in the yard, and doing home improvement projects.
I meet clients where they are at. Our first meeting can be conversational or action-oriented - it is up to you. Once I understand your goals and concerns, I gather the information needed to analyze your situation and, after making recommendations, walk with you through careful implementation.
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life and Health Insurance Licenses
- BA in Mass Communication and Counseling, NGU
- Bachelors of Mass Communication, North Greenville University
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Florida
- Georgia
- North Carolina
- South Carolina
- Texas
Office location
Lexington Location
1909-C Augusta Hwy
Lexington, SC 29072
Phone803-797-2999HoursLexington, SC 29072
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