Products and Services. Aligned with Your Priorities.
Have You Been Asking Yourself These Questions?
- When can I retire?
- Will I run out of money in retirement?
- What will taxes look like in retirement?
- What should I do with my 401(k) from a previous employer?
- Should I be using a Roth IRA?
- How much insurance do I need?
- What happens if I'm unable to work?
- What if I need in-home or nursing home care?
- When will I have to take an RMD?
- What happens to my money after I'm gone?
Who I Serve Best
The clients I serve best are individuals and families who see their finances as more than just numbers — they view money as a tool to build security, create opportunities, and make a meaningful difference. They are:
Professionals & Families in Transition
- People are navigating key life milestones — getting married, raising children, changing careers, or approaching retirement. These moments bring both excitement and uncertainty, and I provide clarity to help them move forward with confidence.
Mid-Career Professionals & Business Leaders
- Individuals who are established in their careers or businesses and want to move from simply earning money to strategically managing it. They often seek guidance on wealth building, tax efficiency, and protecting what they’ve worked hard to achieve.
Pre-Retirees & Retirees
- Clients who are within 10–15 years of retirement, or already retired, and want to ensure they don’t outlive their money. They value strategies that provide steady income, minimize taxes, and preserve wealth for the next generation.
Values-Driven Individuals
- People who want their money to reflect their values—whether that’s supporting their family, their faith, their community, or charitable causes. They seek to align financial decisions with their greater purpose.
Client Meeting Preferences
I value building strong relationships with my clients, which is why I prefer to meet in person or via Zoom for meaningful, face-to-face conversations. While I find these settings foster the best collaboration, I also offer phone meetings when that’s the most convenient option.
I know how busy life can get, so I offer flexible meeting times, including early mornings or evenings outside of standard business hours when needed. My priority is to make our time together convenient and stress-free, so you can stay focused on what truly matters: building a financial plan that fits your life.
Action Teams/Living Generously
At Thrivent, we believe generosity has the power to transform both lives and communities. That’s why I love helping clients bring their passions to life through Thrivent Action Teams.
Getting started is simple: gather a few friends, family, or neighbors and create a fundraiser, educational event, or service project around a cause you care about. Thrivent supports you with up to $250 in seed money, along with helpful resources and tools to make your project a success.
Many of our clients have used Action Teams to organize local food drives, fundraisers for schools, or neighborhood clean-up events—small projects that made a big difference!
You bring the heart and vision—Thrivent provides the support. Together, we can turn small ideas into meaningful change and inspire generosity that lasts.
Learn more about Thrivent Action Teams here!
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.
