Products and services. Aligned with your priorities.
No matter what your financial goals are, achieving them requires a strong foundation and a flexible strategy. As an experienced financial professional, I develop comprehensive plans that are specific to your individual situation. Whether you’re just starting out or planning the retirement you’ve always dreamed of, I can help you meet your goals. When life changes, I can help you take charge and move forward. And I make sure you understand your options thoroughly, using clear, nontechnical language.
I’m proud to work with a company that shares my values. Thrivent has been helping Christians achieve financial security for more than a century, and it offers the broad range of products you’d expect from a Fortune 500 financial services organization. What makes us different is what makes us strong. Because Thrivent is a membership-owned, not-for profit organization, we can enable our members to help their churches and their communities through outreach programs and activities.
Here’s how I’d sum up my approach: I seek to provide a distinguished level of service. I want to help you build financial confidence, and to empower you to make a deeper impact in your community.
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.
