Products and services. Aligned with your priorities.
One of the things I’ve learned during my nearly three decades as a financial consultant: Most people do not like having to think about their finances and/or spending time planning for the future. But once they do, they usually have pretty clear ideas about what they want to achieve financially and why. Where folks get stuck is how to get where they want to go. The options can be very confusing.
Does that describe you? That’s where I can help.
It’s my job to take that worry off your hands by creating a plan that connects your finances with your values and moves you forward on your journey. All along the way, I’ll help you follow sound financial principles so you can be wise with your money -- and give back in ways that are important to you. And thanks to my association with Thrivent, I have on hand a wide variety of financial products that can help you reach those goals.
Together, we’ll look at your unique situation and create a holistic plan that is strong -- yet flexible enough to change as your life changes. And I will explain your financial options in clear language. No buzzwords, no fancy generalities.
Thrivent has been providing a solid financial foundation for Christians for more than 100 years. It will always be there. And so will I. Throughout your life journey, I’ll be with you, side by side.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
