Financial Advisor
.Business Planning
As a Certified Exit Planning Advisor (CEPA), I bring specialized expertise and a proven framework to guide Virginia-based businesses through the discussions of exit planning, which is simply good business strategy! Your business is an extension of who you are, and most of your wealth is likely wrapped up inside your business. Whether you are 3-10 years away from a planned exit, or much shorter term, I can help you bring a best-in-class focus to your business strategy, while aligning your family and financial goals for a successful future.
In particular, faith-based organizations, and sole proprietorships & partnership businesses with a passion for community involvement will love the customized approach, the integrations with your everyday activities, and the solutions that my practice will bring.
- Are you in your pre-retiree (45-60) or early retirement (60+) decades?
- Do you or your family need advice on how to direct your surplus or retirement savings for "bigger picture" decisions like tax efficiency and legacy?
- Are you open to advice, and tired of a "DIY" approach to finances?
- Are you passionate about charities or church activities in your area?
.....then I would love to meet you!
My team has proven strategies to provide planning for your family's protection, your assets, your tax planning, and your health. I listen to what keeps you up at night, and we find custom plans and solutions. Think of me as turning on your GPS- you may have an idea where your destination is, but I will work to help you avoid those roadblocks and detours that may delay you along the way!
My Inspiration
My inspiration comes from many personal experiences.
- I know the suite of benefits that large corporations offer, so I strive to help small businesses and non-profits create their own competitive and meaningful set of offerings. Business owners need a dynamic, value-generating advisor to walk alongside and help with options and priorities.
- I am a homeschooling mom with a passion for educating others on money habits, and living with financial clarity
- I personally experienced the complexities and emotional/financial stress of arranging for Long Term Care for my mom's needs, so I focus on helping others be prepared and educated
- With a husband in ministry, our family is always finding ways to serve others and live generously.
My Family
My family and I have lived in the southside of Richmond since 2007 and love the rich history and hospitality that this area brings. We love to be tourists and visit local historic locations. You'll often find us in the Yorktown area on the water. And I love to knit, watch movies, and travel to various U.S. destinations.
Giving Back
I am passionate about supporting my community and organizations such as:
· HEAV (Home Educators Association of Virginia)
· Pregnancy Help Center of Chesterfield
· Elijah House Academy
My Background and Professional Highlights
· FINRA Series 7 General Securities Representative
· FINRA Series 66 Uniform Combined State Law
· Life & Health Insurance License
· CEPA (Certified Exit Planning Advisor) designation
· FIC (Fraternal Insurance Counselor) designation
· Bachelors of Business Administration (BBA) from James Madison University
I bring 15+ years of experience working with employer-sponsored financial benefits and insurance for a Fortune 200 company to my members and clients here at Thrivent. I see my work as a unique fusion of faith and finances, and I have a strong calling to walk alongside individuals and families as they navigate the complexities of financial decisions.
I primarily serve Richmond, Virginia and the surrounding areas, through a combination of in-person and virtual meetings. I can also meet virtually with those outside of Richmond, or out of state in North Carolina, Maryland, Connecticut, and Florida.
- Bachelors of Business Administration/Management, James Madison University
- Fraternal Insurance Counselor
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Connecticut
- Florida
- Maryland
- North Carolina
- Virginia
Insights
"The earth is the Lord's, and everything in it." – Psalm 24:1
Everything we have is entrusted to us for a season.
How are you using your blessings today?
🙏❤️
#FaithAndFinances #Stewardship
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
21st Century MedicareSep 29, 2026, 5:00 PM UTC
How to Avoid Confusion About Medicare. If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2Zoom
21st Century MedicareSep 29, 2026, 11:30 PM UTC
How to Avoid Confusion About Medicare. If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2 Zoom
Office location
Midlothian Location
13356 Midlothian Turnpike Suite 202
Midlothian, VA 23113
Phone804-886-1994HoursMidlothian, VA 23113
Mon, Wed, Thurs, Fri: 9 a.m. - 6 p.m.
Tues: Virtual Appointments, 12 p.m. - 6 p.m.
Wednesday and Thursday nights by appointment
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