I enjoy taking a multitude of information and distilling it down into a comprehensive and well-designed plan for the financial health of the families and individuals I serve. This drives me to constantly search for a better way to do things and provide growth, not only for my clients but for the practice as well.I specialize in helping clients understand their retirement income needs and the effect taxes have on their income. I spend the time needed to help clients manage their assets in the most tax-effective manner possible by building buckets of income that are managed for their specific and unique needs, timelines, and risk levels.As a Thrivent Financial Representative, I was given the opportunity to work with clients from all backgrounds, each with their own unique situation. In 2020, our practice joined a new divison of Thrivent, the Thrivent Advisor Network (TAN). TAN is connected yet independent from Thrivent Financial, allowing us the freedom to offer many products and services to meet our clients' needs. Our practice name, PalomarWealth, is based on the palomar knot. This simple yet extremely effective knot symbolizes the secure bond between our clients and our practice, as well as between our practice and Thrivent Financial. I have the privilege of leading our team of professionals who are dedicated to helping our clients achieve their goals. A caring spirit is rare to find in today’s world. I am grateful to be part of a team who personifies this gift and many more.https://www.thriventadvisornetwork.com/privacy-security/PalomarWealth may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators.Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PalomarWealth and Thrivent Advisor Network, LLC are not affiliated companies.Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and PalomarWealth are not affiliated companies.