Since 2009, I've been working with Thrivent. I am passionate about educating Christian women and their families to be wise with their money so they can plan for generations because unwise people plan for Saturday nights. In my free time I enjoy traveling to old and new places, numerous water related activities with my friends and family, binge watching YouTubers, spending time outdoors growing my food forest, and cooking for my husband, Rob, and our 3 sons using food from my garden. We have a rescue dog named Maggie and a rabbit named Winston.

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My wife Amy and I live in Jensen Beach, Florida. We are raising 3 young men and attend Treasure Coast Community Church. I grew up mostly in the US but also overseas as I am a MK/PK. I attended several different colleges but finally receive my degree from the University of Idaho. Recently I returned to school and got a degree in Computer Science. Besides church, my volunteering and interests involve Youth Soccer, Property Ownership Associations, Leading Habitat for Humanity trips, Men’s and group Bible studies, and serving on several committees or boards for local charities. I have served the members of Thrivent since 2007 in different roles, but love being part of a team focused on our local community.

Click here to book a strategy session with Rob.  

Meet Heather, a wife and mom who is dedicated to helping others achieve financial clarity. Married to her best friend Daniel since 2010, they have two beautiful children, a daughter, and a son. With a background as a youth minister and teacher, Heather is now a passionate financial advisor who collaborates with business owners, young families, and those looking to give back to their community. When she's not helping clients live generously, Heather enjoys playing Zelda and volunteering.

She believes that making a positive impact on others' lives is the greatest accomplishment one can achieve.

Click here to book a strategy session with Heather.