Financial Planning Built Around Real Life

Financial decisions rarely happen in isolation. Career growth, increasing income, equity compensation, family planning, home purchases, business ownership, and long-term protection strategies all intersect, and navigating those decisions requires more than generic financial advice.

My role is to help clients create clarity around important financial decisions and build intentional financial systems that support flexibility, protection, and long-term growth.

I work with professionals who value thoughtful planning, proactive communication, and education-driven guidance. Whether you're building wealth, preparing for major life transitions, or optimizing opportunities as your career evolves, my goal is to help you move forward with greater confidence and direction.

Who I Work Best With

I specialize in working with individuals and families who are in periods of growth, transition, and increasing financial complexity.

This often includes:

Engineers and technology professionals
High-income and dual-income households
Business owners and entrepreneurs
Young professionals building wealth intentionally
Families navigating major financial milestones
Individuals seeking long-term strategic financial guidance

Many of my clients are earning well and working hard, but want a clearer strategy around protecting what they’ve built, optimizing opportunities, and making smarter long-term financial decisions.

My Approach

I help clients think through how to protect their income and families, structure savings intentionally, prepare for retirement, navigate major career and business transitions, and align financial decisions with both current priorities and future goals. For professionals experiencing rapid career growth or increasing financial complexity, this may also include conversations around equity compensation, tax-aware planning considerations, and creating systems that support sustainable wealth building over time.

For business owners and entrepreneurs, planning often extends beyond personal finances alone. Managing risk, preparing for future opportunities, creating protection strategies, and balancing business and personal financial decisions all require a more integrated approach.

Rather than focusing on one-time transactions, my goal is to help clients create greater clarity, organization, and confidence around the financial decisions that shape their future.

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.