Financial Advisor
.I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
Check out our Fall 2026 WhiteOak Financial Group Connections newsletter by clicking HERE!
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Colorado
- Illinois
- Indiana
- Iowa
- Minnesota
- Missouri
- Montana
- Nebraska
- Virginia
- Wisconsin
Insights
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Leaving a Thriving Legacy – Watch Party Lunches │ Cedar Rapids, IA and DeWitt, IA; │ Wednesday, October 14 │ 11:45 a.m.–1:15 p.m. CT
We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:
• Essential estate planning documents everyone should have
• The purpose and role of a will
• Estate taxes and annual gifting limits
• How the probate process works
• Advantages of naming beneficiaries on accounts
• The SECURE Act 2.0 and its impact on retirement accounts
• Long-term care planning: costs and options
• Charitable giving strategies and opportunities
• How qualified charitable distributions (QCDs) work
• Life insurance: Creating stability for every stage of life
Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your adult beneficiaries to attend this educational opportunity.
Special guest speaker: Eric W. Bilger, FIC, Financial Advisor, Thrivent
Enjoy a complimentary lunch provided by our Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.
Choose the location that works for you:
• The Hotel at Kirkwood Center, Meeting Room 124 • 7725 Kirkwood Blvd. SW, Cedar Rapids, Iowa • 11:45 a.m.–1:15 p.m. CT
To register,
Visit: https://LeavingathrivinglegacyCR.eventbrite.com
Call: 319-366-2991
Email: teresa.burkett@thrivent.com
• DeWitt Community Library • 917 5th Ave., DeWitt, Iowa • 11:45 a.m.–1:15 p.m. CT
To register,
Visit: https://LeavingathrivinglegacyDW.eventbrite.com
Call: 563-659-2991
Email: teresa.burkett@thrivent.com
Please sign up by October 7 if able, but walk-ins are welcome.
No products will be sold. For additional disclosures, see Thrivent.com/social.
Planning for Special Needs Individuals and Their Families │ Tuesday, September 29, 5:30 – 7 p.m. CT │ Ushers Ferry Lodge, 5925 Seminole Valley Trail NE, Cedar Rapids, IA
Join us for a free workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs, and is an ambulatory wheelchair user herself.
Topics discussed will include:
• Resources: state, local and federal
• IEP vs. 504
• Special needs trusts
• Medicaid and Medicare
• ABLE accounts
• Support options
• Tax considerations
• How personal financial planning impacts special needs planning
Enjoy a complimentary meal while we watch Hannah's livestream presentation together. You will have an opportunity for Q&A after she speaks.
REGISTER
Sign up at https://SpecialNeedsPlanningCR.eventbrite.com. You may also call our office at 319-366-2991 or email teresa.burkett@thrivent.com.
If able, please sign up by Wednesday, September 23. Walk-ins are also welcome.
This educational event is designed for all families who wish to learn more about special needs planning. We encourage you to invite anyone who may benefit from attending. Ushers Ferry Lodge is ADA-accessible.
No products will be sold. For additional disclosures, see Thrivent.com/social.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Friday Morning BrewOct 30, 2026, 12:00 PM UTC - Oct 30, 2026, 1:30 PM UTC
No tricks...just a Halloween treat of coffee and donuts on us!Our Cedar Rapids office | 3349 Southgate Ct SW, Ste 101, Cedar Rapids
The Friday Morning BrewNov 20, 2026, 1:00 PM UTC - Nov 20, 2026, 2:30 PM UTC
Don't save all the calories for turkey, stuffing, and pumpkin pie! Enjoy some coffee and donuts with us. Stay to chat or grab a treat for the road.Our Cedar Rapids office | 3349 Southgate Ct SW, Ste 101, Cedar Rapids
Office location
Cedar Rapids Location
3349 Southgate Court Southwest
Cedar Rapids, IA 52404
Phone319-366-2991HoursCedar Rapids, IA 52404
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