Financial Advisor
.- Board member of The Lutheran Care Center in Poughkeepsie
- Participant in Mid-Hudson Tres Dias
- Key supporter of Habitat for Humanity of Dutchess County
- Lay leader at St. John’s Evangelical Lutheran Church, Poughkeepsie
- Recent board member and volunteer with Mid-Hudson Love In the Name of Christ (INC) and The Sound of Life Radio Network
- NY Life, Annuity and Health Insurance
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 07 General Securities Representative
- Graduate studies at Union College, Rensselaer Polytechnic Univ., George Washington Univ.
- Bachelor of Science in Engineering from the University of Michigan
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- California(Insurance Lic. #0H99212)
- Connecticut
- Delaware
- Florida
- Maine
- Maryland
- Massachusetts
- New Hampshire
- New Jersey
- New York
- North Carolina
- Pennsylvania
- Tennessee
Insights
Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
Discover more about the financial advisor career: thriventcareers.com/4cIdiwn
#CareerChange #FinancialServices #FinancialAdvisor
Office location
Poughkeepsie Location
312 Titusville Rd Ste A
Poughkeepsie, NY 12603
Phone845-452-5690Fax877-200-8793HoursPoughkeepsie, NY 12603
M – F: 9 a.m. – 6 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