Financial Associate
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I have worked in the financial industry for over 25 years with personal and business clients of many colors, sizes and cultures. My time in the financial industry has allowed me to be able to understand and hone in on various products and to link them with clients for the best suitability. I value open and diverse conversations with individuals as they push ahead to reach their goals and aspirations. Be it the security of life insurance, the knowledge and discipline of lifetime budgeting or the compounded reward of retirement – I am here to meet, listen and act with you.
One thing I value more than anything else is my family - which is very active.
- Masters of Urban Planning, Minnesota State University
- Bachelors of Economics, North Dakota State University
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Massachusetts
- Minnesota
Insights
Office location
Minneapolis Location
3433 Broadway Street Northeast, suite 400
Minneapolis, MN 55413
Phone612-702-9631HoursMinneapolis, MN 55413
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations