Financial Advisor
.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
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Colorado
- Idaho
- Nevada
- Utah
- Virginia
- Washington
Insights
If you’re interested in understanding what today’s economy could mean for your financial life, watch Thrivent’s recent Q4 Market & Economic Update: https://bit.ly/4eh5DWv
Key takeaways:
☑️ The economy remains solid, but inflation and higher rates still affect consumers.
☑️ AI is reshaping the economy and helping drive recent market growth.
☑️ As change accelerates, stay grounded in your long-term goals.
As a financial advisor, a financial advisor role is to help you understand what these trends could mean for you, adjust your strategy when needed, and keep your goals in sight. Reach out if you have questions or want to take a fresh look at your approach.
Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Office location
Las Vegas Location
8345 West Sunset Road Suite 230
Las Vegas, NV 89113
Phone775-254-8705HoursLas Vegas, NV 89113
M – F: 9 a.m. – 5 p.m.
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
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