Financial Advisor
.Tax Efficient Planning
Retirement Planning
Business Owners
As a Financial Advisor at Thrivent, I am passionate about helping individuals and families create personalized financial plans that reflect their values and goals. My approach centers on fostering responsible stewardship of resources while building strong, collaborative relationships with my clients. Guided by principles of faith, family, and fun, I work closely with clients to develop strategies for tax planning, retirement planning, and wealth accumulation. Together, we create plans that not only help secure financial futures but also support meaningful lives.
- High School Graduate or Equivalent, MONROE HIGH SCHOOL
- Bachelors of Business Administration/Management, Washington State University
- CERTIFIED FINANCIAL PLANNER®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Alaska
- Arizona
- California(Insurance Lic. #4251036)
- Idaho
- Minnesota
- Montana
- Oregon
- South Carolina
- Washington
Insights
Office location
Bellevue Location
11711 SE 8th St, Ste 201
Bellevue, WA 98005
Phone425-900-5054HoursBellevue, WA 98005
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.