


Financial Advisor
.Higher Education Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
I help individuals and families become more tax efficient and investment efficient by making sure their assets are structured in the right way. That means looking at how accounts are positioned, how they are taxed over time, and making adjustments to reduce unnecessary tax drag while strengthening long term growth. The goal is to create a more intentional strategy so everything is working together instead of leaving gaps or missed opportunities.
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Georgia
- Tennessee
- Wisconsin
Insights



Office location
Alpharetta Location
12600 Deerfield Parkway, Suite 100
Alpharetta, GA 30004
Phone770-609-1431HoursAlpharetta, GA 30004
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