Financial guidance | Meaningful living | Gratitude
Want to pursue lifelong dreams while supporting people and causes you care about? Do you believe that money should be a tool, not a goal, used to live a life full of meaning and gratitude? Do you want to make the most of all you’ve been given, and leave a lasting legacy for your family and the community? Then I would love to meet you!
I bring more than 15 years of experience working in employer
benefits to my role as a Financial Advisor at Thrivent. Whether you are a busy individual trying to navigate your open enrollment decisions, a retiree looking to make your retirement income last a lifetime, or a family who feels overwhelmed with competing priorities, you'll find a unique and holistic advisory experience with me.
I want you to know this: I believe EVERYONE deserves a plan.
I primarily serve Richmond, Virginia and the surrounding areas. I can also meet virtually with folks who are outside of Richmond, or out of state in Ohio, North Carolina, Maryland and Florida.
Supporting Richmond's Homeschool Community
I also specialize in working with homeschooling families, as I am part of the Virginia homeschool community myself. Whether you are educating young children, or young adults who are getting ready to launch into the world, I can help guide you along your financial journey. I understand the unique considerations for homeschool families when it comes to accessing college planning resources, protecting the primary educator parent in your family, and finding faith-filled resources for your retirement and education goals. I feel passionate about supporting you, and I am here to help.
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Location
Midlothian Office
- Phone:
- 804-886-1994
Hours
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