Financial Advisor
.- Bachelors of Finance, Whitewater
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- Florida
- Illinois
- Michigan
- Minnesota
- Wisconsin
Insights
Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help you leave more to the people, places and causes you care about. For disclosure information, see thrivent.com/social.
Myth: My 401(k) is enough for retirementFact or myth: “A 401(k) is all I need for retirement.” Find out what you may need to consider.
There's still space available at our free [8/18/2021] workshop, Financial Foundations: Investing for Retirement, where you’ll learn how to build a strong and adaptable financial strategy. No products will be sold. [https://us02web.zoom.us/meeting/register/tZIqduCrpj4rHNJieUgiWCcaly-LbtDmsDzW]
Office location
Watertown Location
116 S 3rd St
Watertown, WI 53094
Phone920-261-3222HoursWatertown, WI 53094
Monday – Thursday: 9 a.m. – 6 p.m.
Friday - 9 a.m. - 3 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