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
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Insights
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 BrewSep 25, 2026, 12:00 PM UTC - Sep 25, 2026, 1:30 PM UTC
Coffee and carbs are a great way to ease into your Friday. We'd love to welcome you with some donuts and friendly conversation.Our Cedar Rapids office | 3349 Southgate Ct SW, Ste 101, Cedar Rapids
Planning for special needs individuals and their familiesSep 29, 2026, 10:30 PM UTC - Sep 30, 2026, 12:00 AM UTC
Join us for a 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 federalMedicaid and MedicareSupport optionsHow personal financial planning impacts special needs planningIEP vs. 504Special needs trustsABLE accountsTax considerationsEnjoy a complimentary meal provided by our WhiteOak Financial Group Thrivent Community, followed by Hannah's livestream presentation and an opportunity for Q&A. For meal planning, please sign up by September 24, but walk-ins are welcome! Call 319-366-2991 or email teresa.burkett@thrivent.com if you have questions.This educational event is designed for our clients and families who wish to learn more about special needs planning. We encourage you to invite anyone who youthink may benefit to attend.No products will be sold.Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.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.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals.Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.Ushers Ferry Lodge | 5925 Seminole Valley Trail NE, Cedar Rapids, IA
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