Products and Services - Aligned with your values and priorities
Your financial goals deserve clarity, support, and solutions that reflect what matters most to you. As a Thrivent Financial Advisor and member of the LGBTQIA+ community, I’m committed to making financial guidance welcoming, accessible, and aligned with your long‑term priorities. Every strategy we explore is tailored to your needs, values, and desired future.
🌟 Investing & Wealth‑Building Strategies
Build confidence in your financial future with investment guidance designed around your goals, risk comfort, and timeline. Together, we’ll create a values‑aligned approach to growing wealth with intention and purpose.
🌈 Retirement Planning
Whether retirement feels close or far away, I’ll help you build a personalized roadmap. We’ll work through income needs, timing, tax considerations, and strategies that support a fulfilling and secure retirement.
🔐 Income & Asset Protection
Protect what matters most with solutions that support your income, stability, and long‑term security. From disability income options to long‑term care strategies, we’ll prepare for life’s “what‑ifs” with confidence.
💡 Tax‑Efficient Planning Strategies
Make the most of what you earn and save with guidance designed to support tax efficiency across investing, retirement income, and long‑term planning. For many in the LGBTQIA+ community, tax‑planning needs can be more complex — from navigating blended or chosen families, to coordinating beneficiary designations, survivor benefits, and legacy goals. Together, we’ll explore strategies that help reduce tax burdens, protect loved ones, and support a clear, confident plan for your future.
🏡 Estate Planning Guidance
Your legacy reflects your story. Together, we’ll bring clarity to your estate planning decisions and support the people and causes that hold meaning in your life.
🌱 Wealth Transfer Strategies
Pass on your values along with your assets. We’ll design a thoughtful, personalized approach to transferring wealth to loved ones or meaningful charities — with a strong focus on tax‑efficient strategies. Together, we’ll explore options that help reduce the tax burden for your heirs and ensure they receive their inheritance in the most efficient and intentional way possible.
🤝 Support That Honors Your Identity and Goals
No matter where you are in your financial journey, you deserve guidance that feels safe, affirming, and aligned with your priorities. My role is to walk alongside you with clarity, care, and solutions that help you move forward with confidence.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
