Financial Advisor
.- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Studying at American College of Financial Services
- Bachelor Degree in Finance – Florida Atlantic University
A PASSION FOR HELPING FAMILIES
As a Thrivent member, I appreciate my role as a Financial Advisor. I understand how important planning for the future is to ensure one’s overall financial security. My passion for helping people be wise with money in part stems from the time I spent working with the United States Peace Corps as a Volunteer in West Africa. It was during this time that I learned how much a person can do and accomplish with what ‘little’ they have been given. Here in our country, we have been given much and it is to this degree that I enjoy helping families discover what they can do and accomplish with what they have been given through sound financial planning that includes prioritizing for today, tomorrow, and their legacy.
God has blessed me abundantly with a fantastic family. My husband and I have three married children and seven grandchildren, and we love spending time with them. I understand the need to safeguard your family’s financial
security throughout all stages of life.
What can you do and accomplish with what you have been given?
(“For I know the plans I have for you,” declares the LORD, “plans to prosper you and not to harm you, plans to give you a hope and a future.” Jeremiah 29:11)
I specialize in the following areas:
- Tax Efficient Legacy Planning
- Behavioral Finance
- Life Insurance as an Asset
- Bachelors of Business Administration/Management, Florida Atlantic University
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- California(Insurance Lic. #4486223)
- Florida
- Georgia
- Louisiana
- New Jersey
- New York
- North Carolina
- Ohio
- Texas
Insights
Office location
Winter Haven Location
308 Ave G SW Suite 207
Winter Haven, FL 33880
Phone863-325-6529HoursWinter Haven, FL 33880
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