A financial strategy is as unique as you are. You deserve guidance that you feel confident about, that reflects your priorities. That is why I take time to learn what matters most to you. And because we see money as a tool, not a goal, we equip you with what you need to focus on your life’s purpose by providing the support and resources you need to prioritize what’s meaningful to you.
After 15 years helping donors fulfill their charitable dreams as a donor advisor, I moved to the other side of the table (so to speak) because I know from experience the value of working with a financial professional who listens to help you achieve your goals. Having previously worked alongside Thrivent Financial Professionals, I knew well the stewardship approach we take to make charitable gift planning a win-win for both the donor and the non-profit organization.
So now, as a Financial Advisor, my purpose is to walk along side you develop a plan that incorporates effective strategies to help you reach your financial goals, including protecting your future and family, saving for retirement and/or education, and of course, giving to your favorite organizations or causes.
Carlisle
Pennsylvania
17013
United States
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