Wealth Advisor
.Divorce Planning
Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
I have been with Thrivent for 24 years. I started at their regional office in December of 2002 in Alexandria, MN. In June of 2006, I moved and opened my own office in Palm Beach County.
Since then, I have been helping my members develop comprehensive dedicated planning structures that include: tax efficiency, personalized investment management, retirement income, tax and succession solutions for businesses, estate strategies and wealth transfer plans.
In my free time, I enjoy organizing and leading teams for global Habitat for Humanity, finding new gluten-free recipes and helping my husband restore old trucks.
- Bachelor in Applied Science Degree in Business Management- SW Minnesota State University
- APMA™ Accredited Portfolio Management Advisor
- CFP®, CERTIFIED FINANCIAL PLANNER™ professional
- CDFA™ (Certified Divorce Financial Analyst®)
- FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers' Assocation.
- Life & Health Insurance Licenses.
- FINRA Series 66 Uniform Combined State Law.
- FINRA Series 07 General Securities Representative.
- FINRA Series 06 Investment Company/Variable Products Limited Representative.
- NAIFA- National Quality Award. (The NAIFA Quality Award provides financial professionals the opportunity to demonstrate a commitment to excellence through performance, professional education, and industry service. More information about this recognition can be found at www.naifa.org/membership/awards/quality-award.)
- Member-Financial Planning Association.
- Associates in Applied Science Degree in Finance and Credit Management
- Breast Cancer Research Foundation
- Pancreatic Cancer Research Foundation
- Board Member of Groundwork Guatemala, Guatemala City
- Global Village International Team Leader for Habitat for Humanity
- Member of Holy Spirit Lutheran Church, Juno Beach, FL
- Palm Beach Habitat for Humanity Volunteer
- Board member Alhambra Association
- Sexton for Trinity Cemetery Association
- Bachelors, Southwest Minnesota State University
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Certified Divorce Financial Analyst®
- Accredited Portfolio Management Advisor™
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Alabama
- Arizona
- California(Insurance Lic. #0L48798)
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Illinois
- Kentucky
- Maine
- Massachusetts
- Michigan
- Minnesota
- Nevada
- New Jersey
- New York
- North Carolina
- North Dakota
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- Washington DC
Insights
Office location
Jupiter Location
725 N Highway A1A E201
Jupiter, FL 33477
Phone561-622-9958Fax561-250-6112HoursJupiter, FL 33477
Monday - Friday: 9:30 a.m. - 5:00 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.