Associate
.
I’m proud to be a Thrivent Financial Advisor, providing personalized financial planning and financial guidance to individuals, families, and business owners at every stage of life. My goal is to help clients build confidence in their financial future through comprehensive strategies tailored to their unique goals, values, and priorities.
Whether you're focused on retirement planning, investment management, wealth accumulation, education funding, insurance solutions, or creating a lasting legacy through estate and legacy planning, I’m here to help you develop a clear path forward.
At Thrivent, we believe money is more than a financial resource—it’s a tool that can help you live a life of purpose, generosity, and impact. Through personalized advice and a holistic approach to financial planning, I help clients align their financial decisions with the people and causes that matter most.
The following seven areas represent key topics you can expect to review at Thrivent. They provide a strong foundation for helping you achieve your financial goals. These topics are not presented in a specific order and will be addressed based on each client’s individual needs.
- Risk management
- Investment management
- Tax planning
- Estate planning
- Income distribution
- Charitable planning
- Value-added items
- Bachelors of Economics, Hastings College
- Masters, Western Seminary
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Colorado
- Iowa
- Montana
- Nebraska
Insights
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Office location
Greeley Location
4239 Centerplace Dr. Unit 2G
Greeley, CO 80634
Phone970-578-1787HoursGreeley, CO 80634
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