It is an honor to work with so many people in their life's journey. My mission is to empower individuals, families, and small businesses to achieve financial security, confidence, and peace of mind through empathetic guidance, counseling, and actionable strategies. I want to ensure your financial decisions align with your values and dreams. I am passionate about helping others one step at a time to navigate life's financial dreams and difficulties.

Specializations

I work with individuals, families and businesses to establish plans that help them build, protect and distribute their wealth by addressing the following:

Retirement Planning (Accumulation & Distribution)
Cash Flow & Debt Payoff Strategies
Tax Efficient Financial Planning
College & Education Planning
Investment Management
Risk Management & Insurance Planning
Estate & Legacy Planning

At Thrivent our approach is purposeful and continuous. We begin with an understanding of where you are today and adjust our services as your situation and goals change throughout your life.

Education and Licenses

Licensed in NV, UT, ID, WA, CO, and VA
Life and Health Insurance Licenses
FINRA Series 07 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Investment Advisor Representative
Masters in Economics
Bachelors in Political Science and Economics