Role
No matter what your goals, pursuing them requires preparation and planning. I can help you assess your current situation and develop a financial strategy that's customized for you. From strategies that aim to help you grow your assets to preparing for retirement, I'll help you make informed decisions to stay on track towardsyour goals.
Approach
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 strategy, or we can take a values-based approach to preparing for your financial future.
Experience
- I graduated with a Bachelor of Arts in Philosophy from Texas Lutheran University in Seguin, TX
- I graduated with a Master of Arts in Bioethics from Midwestern University in Glendale, AZ
Involvement
I am single. I am a member of Trinity Lutheran Church in Victoria, TX. In my spare time I enjoy arts and culture, biking, camping, cars, religious activities, cooking, exercising, fishing, walking, hunting, movies, hiking, pets, reading, mentoring, running, spectator sports, electronics, traveling, volunteering, winter sports, writing, golfing and music. I also was involved in a local Thrivent Builds project.
Team
I work with a professional office staff to provide you with the prompt, personalized service you deserve. My support team may be your first point of contact for scheduling appointments or responding to your financial inquiries. Working as a team, we ensure you receive assistance with a high degree of professionalism-and responsiveness.