Financial Consultant
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I provide personalized financial guidance to people at all stages of life. My goal is to establish and maintain an ongoing financial relationship with clients to help them reach their financial goals. I specialize in helping individuals and families be more secure in areas of retirement income planning, investment management and protecting loved ones against the impact of long-term care, death, and disability. Whether it's securing a stable retirement or maximizing investments, I offer innovative, client-centered advice that helps ensure long-term financial stability and success.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant (ChFC®)
- B.S. Southwest Texas State University
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Texas Life and Health Insurance Licenses
As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to serving my clients with a high level of attention to achieving their financial goals.
I offer tailored financial services that include:
- Asset Management
- Retirement and Goal Planning
- Estate and Legacy Planning
- College Planning
- Tax Efficiency Planning
- Small Business Planning
- Risk Management with Life Insurance, Disability Insurance, and Long-Term Care Planning
- Charitable Giving and Generosity
My goal is to provide you with financial peace of mind so that you can enjoy doing more of the things you love with the people you love.
Have you been asking yourself these questions?
- When can I retire?
- Will I run out of money in retirement?
- How much cash do I need in my savings?
- How do I invest my discretionary cash?
- What do I do with my old 401k?
- Should I have a Roth IRA?
- What if my spouse dies?
- How much life insurance do I need?
- I don't want to go to a nursing home- what should I do now?
- Should I get a financial plan?
- How can I be tax efficient with my IRAs and Roth IRAs?
- What if I get sick or hurt and can't work?
- What happens if I lose my job?
- I've inherited money or investments, what do I do with it?
I understand how crucial it is to choose a strategy that addresses what matters most to you. So as we work together, we will examine your financial needs, wants and wishes. Then I will offer solutions that provide clarity about where you're at — and confidence about where you're headed.
While my office is located in Central Austin, I proudly serve clients all throughout Texas and across the U.S.
Financial guidance isn’t limited by geography, and neither is how we can meet. Through secure virtual meetings, personalized strategies, and seamless communication, I provide experienced financial direction no matter where you are.
Whether you're down the street or across the country, I'm here to help you achieve your financial goals.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Series 7 - General Securities Representative
- Arizona
- Florida
- Illinois
- Iowa
- Minnesota
- Oregon
- Pennsylvania
- Texas
- Virginia
- Wisconsin
Insights
Office location
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.