Products and services. Aligned with your priorities.
As a financial advisor at Thrivent, I work with individuals and families to help them create and implement a financial strategy that aligns with their values and aspirations. I use proven tools and resources from Thrivent, a Fortune 500 not-for-profit membership organization, to equip my clients with the knowledge and confidence they need to make sound financial decisions.
I graduated from the University of St. Thomas - Opus College of Business with a B.A. in Financial Management in 2021. During my studies, I developed skills in strategic planning, leadership, and public speaking, which I apply in my current role to build trust and rapport with my clients and colleagues. I also hold multiple certifications from FINRA and the Minnesota Department of Commerce, demonstrating my commitment to professional excellence and ethical standards. My goal is to help my clients achieve their financial goals and focus on what matters most to them. If you are interested in working with me, please contact me via email at email@example.com.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
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.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.