Working with me

I’ve spent over 20 years in the financial industry, learning from people who have made both wise financial decisions and costly mistakes. One thing has always been clear to me: no two people are the same. Each person deserves a plan that reflects their unique goals, priorities, and values. I’m supported by a team of experienced professionals, each bringing their own areas of expertise. Together, this is what you can expect when working with us:

We start by listening.

Your values, priorities, and long‑term vision matter. We take the time to understand what’s important to you, because your goals form the foundation of every recommendation we make.

We build your plan together.

Through a thoughtful and disciplined review of your financial picture, we collaborate with you to develop a strategy designed to support and enhance your cash flow—helping you pursue your goals with clarity and confidence.

We guide and educate.

With years of experience behind us, we explain the why behind each recommendation. Our aim is to provide clear, practical guidance so you feel informed and confident throughout the process. My approach to working with clients is grounded in stewardship, integrity, and care for others. These values, shaped by my faith in Jesus, guide how I show up for the families I serve. I aim to use the talents and experience God has entrusted to me to serve clients thoughtfully, honestly, and with respect for every individual.

If this resonates with you, take the first step by clicking the “Book My Intro Appointment” button above. I’d be honored to walk alongside you on your financial journey.

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.