A little about me

I am a proud advisor with Thrivent Financial, a fortune 500 not-fo-profit, that offers a variety of services including, financial advice and planning, investment management, insurance solutions, educational resources and member generosity programs.

I believe that anything is possible with proper education and wisdom. My goal is to not just help my community build and protect wealth but to help them be mentally, emotionally, and spiritually healthy in their wealth-building process.

Experience:

Worked in wealth management departments for 5 years
Served as a support specialist to a wealth management team in Greesnboro, NC
Served as a Trust Officer (Fiduciary Administrator) in Las Vegas, NV

Education: Campbell University class of 2019

Bachelor’s degree in Trust and Wealth Management
Minor in Financial Planning
Master’s degree in Trust and Wealth Management

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations