Skip to main content

Thrivent.com
MyThrivent
Broker Check

Home
About
Solutions
Insights

Home
About
Solutions
Insights
Contact Me
Thrivent.com
MyThrivent
Broker Check

Meet Autumn

My husband, Steve, and I love the home we have made together in Central Montana. I am the mother of three wonderful young men, who are now scattered across the State. We have a beautiful granddaughter and our home is filled with laughter and music. I understand that life is about the things that bring you joy and doing more with what you have. As a Church musician and vocalist, the volunteer director of a local Hand Bell Choir, and a member of the Helena Symphony Chorale, I enjoy being in music and bringing it to others. We have been entrusted with much. Therefore, it is our blessing and joy to give back to a variety of charities and our local Church. I am thrilled that my practice empowers non-profits with education and financial resources which in turn impact the people in our communities.

Gratitude in Action

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.

God's Love Homeless Shelter
Foothills Christian School Community Partner
Helena Food Share & Great Falls Food Bank
Intermountain
Montana Supporting Military

We are here to help

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 Carrie Reynolds - Office Professional, and Steve Keller - 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!

Education & Accomplishments

CERTIFIED FINANCIAL PLANNER® professional 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

Meet My Team

Pinnacle Financial Advisors

Pinnacle Financial Advisors

Title: Team Practice
Website: https://connect.thrivent.com/pinnacle-financial-advisors

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

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/privacy-and-security/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 Broker Check for more information about our financial advisors.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Copyright: © 2024 Thrivent. All rights reserved.