



I'm proud to be your local Thrivent financial professional. I speak with people all over, from Greensboro to Raleigh, about providing personalized financial guidance to people at all stages of life, from folks with young children to those now in retirement.
At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. I believe humanity thrives when individuals make the most of all they've been given. With over 30 years of experience, I'm here to help you do just that. Meetings are held in person or on Zoom.
Areas of focus:
- Goal planning
- Retirement income planning
- Investment planning
- Solutions for businesses
- Estate planning
- Education funding strategies
- Income tax planning
- AAMSTM (Accredited Asset Management SpecialistTM) a designation awarded by the College for Financial Planning®, a Kaplan Company.
- CEPA® (Certified Exit Planning Advisor), a certification granted by the Exit Planning Institute.
- FINRA Series 7 General Securities Representative.
- FINRA Series 66 Uniform Combined State Law.
- Life & Health Insurance License in AZ, IL, IN, NC, NJ, SC, TN, VA.
- Time in industry: 31 years
- Thrivent financial professional since 2020.

Office Professional
984-263-5425 ext. 1
Jessica works alongside Harvest Financial Advisors out of Clayton, North Carolina, providing essential operational support to ensure behind-the-scenes processes are completed efficiently, and client accounts are opened accurately and seamlessly.

Office Professional
984-263-5425 ext. 2
Andrea supports Harvest Financial Advisors remotely from Tucson, Arizona. In her role, she assists clients with scheduling appointments and provides ongoing support with account updates and maintenance as needed.
- High School Graduate or Equivalent, Raleigh Christian Academy (HS)
- Theology, Hyles-Anderson College
- Certified Exit Planning Advisor®
- Accredited Asset Management Specialist™
- Series 7 - General Securities Representative
- Arizona
- Illinois
- Indiana
- New Jersey
- North Carolina
- South Carolina
- Tennessee
- Virginia
Insights




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
