As a wealth advisor, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it.
Building long-term relationships is important to me. That's why I take a unique, values-based approach to financial guidance. We'll begin by identifying what's most important to you. Working together, we'll connect your values to your investments. You also have the flexibility to choose a different level of service or approach that's right for you. This can include a product-based, issue-based or broad-based solution.
I work with customers to help them with:
- Building financial strength
- Protecting financial future
- Saving and investing for financial goals
- Preparing for or living in retirement
- Estate planning strategies
- Developing tax-advantaged investment strategies
- Helping others
- I graduated with a Bachelor of Arts in Accounting from Cedarville College in Cedarville, OH
I am married. I have 4 children.
I am a member of Daybreak Church in Mechanicsburg, PA.
In my spare time I enjoy
spending time with family,
I'm part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is a more in-depth level of service that ensures your specific financial needs and goals are addressed.
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a faith-based, not-for-profit financial services organization with approximately 2.5 million members. As the nation's largest fraternal benefit society, we help members be wise with money and live generously. With more than $82.2 billion in assets under management and more than $6.1 billion in adjusted surplus (as of January 1, 2013), you can be confident in our financial strength and stability.