Financial Associate
.Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
As a Thrivent financial professional, I am passionate about helping individuals and families of any age build confidence in their financial future. I value the importance of strong relationships, community, and long-term planning. My goal is to help clients prepare for retirement, achieve their short and long-term financial goals, and be a resource as they navigate life's unexpected challenges. At Thrivent, we view money not as a goal, but as a tool. I work with people to make the best of that tool with personalized strategy tailored to their needs.
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- Florida
- Louisiana
- Mississippi
- Texas
Insights
Office location
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