Financial Advisor
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I'm proud to be a Thrivent financial advisor. I provide personalized financial guidance to people at all stages of life. 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. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
Together, we’ll assess your financial picture and explore how you can:
• Help strengthen your financial position.
• Build emergency savings and manage debt.
• Protect your financial future.
• Invest with purpose and manage your assets.
• Explore more tax-efficient ways to manage your money.
• Build lifelong income.
• Plan to pass on a meaningful legacy.
• Address your advanced estate planning needs.
• Transition your business through business continuation planning
About My Tax Planning Expertise
As a Tax Planning Certified Professional, I have completed advanced education focused on tax planning strategies and how taxes impact financial decisions over time. The TPCP® designation, awarded by The American College of Financial Services, reflects specialized training in integrating tax considerations into comprehensive financial planning.
What This Means for You
Working with a TPCP® professional means your financial decisions are viewed through a tax‑aware lens. This includes:
- Understanding how income may be taxed today and in the future
- Evaluating retirement and investment strategies with tax impact in mind
- Coordinating financial decisions to help reduce unnecessary tax exposure
- Coordinating investment and insurance decisions with long‑term tax considerations
My role is not to replace your tax professional, but to help ensure tax considerations are part of the overall planning conversation.
My Commitment to Clients
Earning the TPCP® designation reflects my commitment to ongoing education and thoughtful planning. By combining tax‑aware strategies with Thrivent’s values‑based approach, I strive to help clients make informed decisions with confidence and clarity.
- Masters of Recreation Management, Indiana State University
- Fraternal Insurance Counselor
- Tax Planning Certified Professional®
- Series 7 - General Securities Representative
- Colorado
- Georgia
- Illinois
- Indiana
- Michigan
- Minnesota
- Missouri
- North Carolina
- Ohio
- South Carolina
- Texas
Insights
Office location
Fort Wayne Location
9017 Coldwater Rd. Ste 300
Fort Wayne, IN 46825
Phone260-460-7278HoursFort Wayne, IN 46825
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