Financial Associate
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I joined Thrivent 6 years ago where I developed a passion for finance and a strong desire to support individuals and businesses in achieving financial well-being.
My enthusiasm for finance extends beyond the numbers, emphasizing the importance of a holistic approach. I believe that true financial health encompasses not only monetary aspects but also physical, emotional, and spiritual well-being.
I approach financial advisory with a deep sense of responsibility and integrity while staying committed to fostering a relationship of trust and compassion.
Beyond the world of finance, I cherish the blessings of a supportive family. Lee is my high school sweetheart and husband of 21 years. We have 3 beautiful children. Our favorite activities as a family are camping, traveling, live music and theatre. These pursuits not only bring joy to my life but also serve as a reminder of the importance of balancing financial goals with personal fulfillment.
I am here to assist you on your financial journey. Let’s connect! Feel free to reach out to me. I am eager to start helping you make informed financial decisions.
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Texas
Insights
Office location
Georgetown Location
207 South Austin Avenue
Georgetown, TX 78626
Phone512-686-1542HoursGeorgetown, TX 78626
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