Financial Consultant
.
- FIC
- FINRA Series 7 General Securities Representative
- MBA, from the University of Washington
- FINRA Series 66 Uniform Combined State Law
- Bachelor of Arts, Pacific Lutheran University
- Life & Health Insurance Licenses
- Volunteer, Thrivent Action Teams
- Member, Meridian Chamber of Commerce
- Member, King of Glory Lutheran Church
- Volunteer, Idaho Food Bank & Meridian Food Bank
- Volunteer, Habitat for Humanity - International Thrivent Builds
- Volunteer, Habitat for Humanity - Boise Valley Chapter
Our Thrivent Team invited the community to a Shredding event at Parkview Church in Meridian. We also asked for food donations to the Meridian Food Bank. 2500 pounds of paper was shredded and 674 pounds of food was donated! Thank you for a great event. It was wonderful to meet new people and provide food to our community.
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0H29764)
- Florida
- Idaho
- North Dakota
- Washington
Insights
Office locations
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.