Planning with Purpose

My journey into financial planning began with a simple conversation. Years ago, a priest sat down with my husband and me and asked questions we weren't prepared to answer: Do you have a budget? What would happen if one of you passed away? What do you want retirement to look like?

At the time, we were young, optimistic, and focused on the present. But those questions challenged us to think differently about our future. Because someone took the time to guide us through those important conversations, we began building a financial foundation that continues to serve our family today.

That experience shaped the way I work with clients. As a Thrivent Financial Advisor, I help individuals and families navigate life's financial decisions with greater confidence and clarity. Whether you're working to gain control of your cash flow, prepare for retirement, protect what matters most, or create a lasting legacy, I believe you deserve guidance that is both practical and personal.

I believe financial planning is at its best when it focuses on people—not products. Together, we'll build a strategy designed to support your goals, protect what matters most, and help you live the life you envision.

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.