#NewDesignation #BFA
Do you aspire to pursue lifelong dreams while supporting the people and causes you care about? The right guidance can help you get there. Tell me where you are today. Driven by your goals and values, I’ll draw on my industry expertise to help you map out a path to a more secure financial future.
I’m a Behavioral Financial Advisor—certified in understanding how values shape financial behaviors—and this insight is central to my practice. My approach is rooted in empathy, education, and empowerment, ensuring that every financial plan reflects what truly matters to you.
My Core Values: Faith, Family, Ethics, Spirituality, and Service
These values guide every aspect of my life and work. I believe in building a dependable relationships through ethical decision-making, nurturing relationships that honor family and community, and serving others with compassion. My commitment to faith and spirituality grounds me, helping me provide thoughtful, values-driven guidance to each client.
I'm passionate about supporting the “Sandwich Generation”—families navigating the transition into multi-generational households, investment management, and tax-efficient strategies. Whether you’re caring for aging parents, raising children, or planning for your own future, I’m here to help you manage these responsibilities with confidence, clarity, and a values-centered approach.
Let’s work together to build a financial plan that honors your values, supports your loved ones, and empowers you to achieve your dreams.
See thrivent.com/social for important disclosures.
