The world of finance is complex, multifaceted and ever evolving.
As a Financial Consultant, my job is to help you navigate the intricacies of your personal finances. I’m here to listen and to provide professional guidance — rooted in your goals, priorities and values — so you can make important financial decisions with clarity and confidence.
I specialize in the following:
▪ Retirement Planning
▪ Investment Management and Advice
▪ Long Term Health Care Planning
▪ Protecting Family Wealth with Life Insurance
Questions I’m commonly asked to advise on:
▪ Have I saved enough to retire?
▪ Are my investments too risky or too conservative?
▪ How can I properly diversify my investments?
▪ How much can I withdraw from my retirement investments each month while retired? How long will my retirement investments last?
▪ What should I do when the stock and bond markets are volatile?
▪ At what age should I start collecting my Social Security payments?
▪ How could a change in health affect my retirement finances?
▪ When I pass away, will my spouse and family be secure financially?
For me, my work isn’t just a career; it’s a professional calling. I’m committed to:
▪ Taking time to learn what matters most to you
▪ Providing ongoing financial guidance, as your personal finances evolve over time
▪ Clarity, reliability and transparency
▪ Earning and honoring your confidence — acting with integrity, diligence, skill, prudence, care and sound judgement
Typical Client Attributes
▪ Are in or near retirement
▪ Want their financial goals to be well aligned with their values
▪ Are diligent retirement savers who have accumulated a retirement nest egg of $100,000 or more
▪ Are looking for a professional advisor, as they recognize the complexity of financial planning and understand the value of financial guidance
Education and Experience
▪ FINRA Series 07 General Securities Representative
▪ FINRA Series 66 Uniform Combined State Law
▪ Life and Health Insurance Licenses
▪ Started work with Thrivent in 2011
▪ Bachelor Degree; triple major; Summa Cum Laude
Connecting With Me
If you’d like to learn more about me, the services I offer, or if you’d like to request a consultation, I’d enjoy hearing from you.