Committed to Building Your Wealth, Knowledge & Confidence While Serving Families, Businesses & Communities Through Financial Education
I believe everyone deserves a financial plan, no matter what stage of life they are in. My passion is to educate and guide you through each stage as we build your financial plan together. It’s important to me that you can see the progress of your plan and how it leads to achieving your goals. I welcome your questions and concerns as we work side by side on your financial journey.
At Thrivent, we believe money should not be viewed as the ultimate goal, but as a tool to help you reach your life goals. I am dedicated to helping you make the most of everything you’ve worked hard for, whether that means leaving a legacy to a loved one or charity, preparing for retirement, growing wealth, or funding your children’s or grandchildren’s education. My role is to provide expert financial advice and personalized strategies designed to help you succeed.
I know firsthand how challenging it can be to plan for the future when life gets busy or when you’re unsure of the best path forward. That’s why I am committed to serving and guiding you, no matter where you are in your financial journey
To get to know more about me, please click on the "about" tab at the top of this page.
Areas where I can help my clients include:
- Education funding planning
- Investments
- Legacy Strategies
- Life Insurance
- Protecting Income
- Retirement income planning
- Retirement planning
- Savings planning
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Geneva Office
- Phone:
- 331-320-0526