Wealth Advisor
.Business Planning
My husband, Steve, and I love the home we’ve made in Central Montana. We’re the parents of three wonderful sons and have been blessed with two beautiful grandchildren. Our home is filled with laughter and music. I believe life is about finding joy and doing more with what you have. As a church musician, vocalist, volunteer director of a local hand bell choir, and member of the Helena Symphony Chorale, I enjoy sharing music with others. It’s our blessing and joy to give back to a variety of charities and our local church.
I’m thrilled my practice empowers nonprofits with education and financial resources that make a meaningful impact in our communities. I’ve been a wealth advisor with Thrivent since 2014, providing 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 helps you live with purpose and gratitude.
These are some of the organizations that my family and my office partners with. We provide opportunities both within my practice and through our client relationships to express gratitude in meaningful, intentional, and purposeful ways.
- Friendship Center of Helena
- Helena Food Share & Great Falls Food Bank
- Intermountain
- Montana Supporting Military
- Rooted Families
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. When you work with me, you also receive support from some amazing people. My practice is fortunate to provide opportunities to work with Pinnacle Financial Associates, in addition to Steve Keller - Office Professional and Carrie Reynolds - Office Professional.
Please know that as we work together, we are committed to providing dedicated financial planning alongside a personalized service experience. We hope you feel great knowing that our staff is rooting for your financial success!
- CERTIFIED FINANCIAL PLANNER® professional designation
- Certified Kingdom Advisor® designation
- Behavioral Financial Advisor designation
- FINRA Series 66 Uniform Combined State Law Exam
- FINRA Series 7 General Securities Representative Exam
- Life and Health Insurance Licenses
- Million Dollar Round Table Member since 2015 - MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge
- Master of Arts in Education
- Bachelor of Arts in Music & Spanish
- CERTIFIED FINANCIAL PLANNER®
- Certified Kingdom Advisor®
- Behavioral Financial Advisor™
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Arizona
- Arkansas(Insurance Lic. #16917180)
- California(Insurance Lic. #0K18309)
- Colorado
- Georgia
- Idaho
- Indiana
- Iowa
- Kansas
- Missouri
- Montana
- Nebraska
- New Mexico
- North Dakota
- Oregon
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- Wisconsin
- Wyoming
Insights
Rooted Families💚 Give hope. Strengthen families. Support Montana children.
Rooted families is an organization dedicated to helping foster, adoptive, and at-risk families by equipping churches across Montana with the training, resources, and the ongoing coaching they need to support families in their communities.
We believe every child deserves to grow up feeling safe, loved, and rooted in hope.
✨ And right now, your gift can go even further!
For every $2 donated, Thrivent will add $1, up to $3,000. That means every $2 you give becomes $3!
💚 Click the link and help strengthen a network of care for children and families across Montana!
Every gift and every share helps! Please consider sharing this post with your friends and family to help us spread the word.
Rooted Families is not affiliated with or endorsed by Thrivent. No products will be sold.
What an amazing evening! Thank you so much to all of the volunteers who helped assemble and build 64 “First Night” bags for the Montana Foster Closet and to everyone who stopped by the office with diapers, pull ups, wipes and other donations.
We are so grateful for your help and for the efforts of Luke and SarahBeth Watters, who are wrapping their arms around vulnerable children by helping them feel seen, valued, and supported in their greatest moment of need.
Tap Here to ContinueSince 1984, the Montana Hope Project has granted the wishes of Montana children battling life-threatening illnesses - creating a community of love, support, and hope throughout a child’s diagnosis, treatment, and beyond.
We believe every child should have dreams, including Montana children living with life-threatening illnesses.
Your gift will help make Cooper’s dream a reality.
Every $2 you give becomes $3! Thrivent will add $1 for every $2 donated—up to $3,000—multiplying your impact and helping Montana Hope Project fulfil a wish.
Click the link and join us in opening the door to adventure and providing the gift of hope! Questions? Call 406-442-6091.
Montana Hope Project is not affiliated with or endorsed by Thrivent. No products will be sold.
https://thrivent.cotribute.co/events/1313855/detail
Office location
Helena Location
2600 Winne Ave. Ste. B
Helena, MT 59601
Phone406-442-6091HoursHelena, MT 59601
M – TH: 8 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.