Financial Advisor
.I work with individuals, families, business owners, churches, and nonprofit organizations to bring clarity to their financial picture and the decisions ahead. My goal is to simplify the process, help you understand your options, and build a strategy around what matters most to you.
Financial planning starts with understanding what matters to you. I take the time to learn about your goals, priorities, concerns, and the bigger picture before discussing strategies or solutions.
From there, we’ll work together to identify what’s most important and build a financial strategy tailored to your needs. My goal is to make the process straightforward so you can feel informed and confident about the decisions you make.
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Colorado
- Florida
- Georgia
- Kentucky
- North Carolina
- Ohio
- Tennessee
- Texas
Office location
Port Charlotte Location
18086 Spartonvail Avenue
Port Charlotte, FL 33954
Phone941-855-1302HoursPort Charlotte, FL 33954
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