Financial Advisor
.Higher Education Planning
Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
- CFP® (Certified Financial Planner®), a certification granted
by CFP Board, Washington, D.C. Awarded July 31, 2008. - B.A.degree, Gettysburg College
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- California(Insurance Lic. #0H60279)
- Delaware
- Florida
- Georgia
- Maine
- Massachusetts
- Missouri
- New Jersey
- New York
- North Carolina
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Washington
Insights
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
A new baby can change your everything (including your finances).
Let’s review your life insurance coverage to help make sure your growing family is protected.
See thrivent.com/social for important disclosures.
You don’t need all the answers before you start your financial planning journey.
Sometimes, the first step is simply talking through what matters most.
Let's connect, zero in on your goals and start financial planning to help you reach them.
See thrivent.com/social for important disclosures.
Office location
Lebanon Location
3 Werner Way Ste 220
Lebanon, NJ 08833
Phone908-840-4527Fax877-379-8454HoursLebanon, NJ 08833
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
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.