
I’ve been in the financial services industry since 2015 after eight years in accounting and auditing. I love helping individuals and families combine their values and blessings into a detailed plan that helps enable them to reach their goals. I take pride in learning about their goals whether it be saving for retirement, retirement planning, protecting the future, etc. My long time passion has been for increasing the financial knowledge or wellbeing of those around me. Before Thrivent, I volunteered with various organizations to provide financial guidance to adults and students. It’s...