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.
Today, it's common to have multiple financial goals and concerns. That's why we take a broad-based approach to serving our members. It's important to understand how different factors can affect your financial picture. We'll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future.
I work with customers to help them with:
- Protecting financial future
- Saving and investing for financial goals
- Preparing for or living in retirement
- Estate planning strategies
- Helping others
- I have been with Thrivent Financial for 16 years.
- I graduated with a Bachelor of Science in Civil Engineering from Illinois Institute of Technology in Chicago, IL
- I graduated with a Master of Business in Administration from Illinois Institute of Technology in Chicago, IL
I am married. I have 5 children.
I am a member of Prince of Peace in Fremont, CA.
I also was involved in a local Thrivent Builds project.
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.