Financial Associate
.Women's Markets
Young Families
Retirement Planning
Understanding your financial picture does not need to be confusing or complicated. I am here to educate you and help you understand the basic fundamentals of your financial portfolio in a comfortable and stress-free environment. I believe all we have is a Gift from God. And it is my role to help you be wise with your money and provide comprehensive financial guidance that reflects your goals and values as well as empower you to navigate your financial journey with confidence.
In my spare time, you can find me in the great outdoors enjoying bike riding, kayaking and hiking. I love to read a good book in print form. Spending time with family and friends and serving the communities and churches for where I live and work brings me joy. I am inspired by the biblical verse: 1 Peter 4:10 "Each of you should use whatever gift you have received to serve others, as faithful stewards of God's grace in its various forms."
- Volunteer, Thrivent Action Teams in churches and the community
- Member, Berks Mont Business Association
- Member, TriCounty Area Chamber of Commerce
- Member, Building a Better Boyertown
- Member, Trinity Evangelical Lutheran Church, Hecktown (Bethlehem)
- Former Board Member, Habitat for Humanity Lehigh Valley
- 2018 Mid-Atlantic Region Volunteer of the Year - Thrivent
- Graduate of Boyertown HS, class of 1982
- Bachelor of Arts - Lebanon Valley College, class of 1986
- Life and Health Insurance Licenses
- Finra Series 6 Investment Company and Variable Contracts Products Representative
- Finra Series 63 Uniform Securities Agent State Law Exam
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Delaware
- Michigan
- Minnesota
- New Jersey
- Pennsylvania
- South Carolina
- Virginia
Insights
Charitable remainder annuity trusts (CRATs): Definition, pros & consWhen it comes to charitable giving, most people are balancing two important priorities. They want to make an impact in the future while still meeting financial needs today. A charitable remainder annuity trust, or CRAT, can provide a fixed income stream to you or a loved one for a specified period, with the remaining assets ultimately going to a tax-qualified charity.
If you’re interested in learning more, this article does a good job exploring the pros, cons and key considerations of CRATs.
Questions? Let’s discuss the possibilities together.
The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises.
Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers.
➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss.
See thrivent.com/social for important disclosures.
If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you haven’t, chances are you have more questions than answers—which is exactly why planning ahead matters. Consider these key points. ⬆️
See thrivent.com/social for important disclosures.
Office locations
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