Let's put your plans in motion.
I work for my clients, not Thrivent. However, I believe in the people and mission of Thrivent so much that I continue to operate my practice within this great organization and fully intend to throughout the rest of my career. Because I work for you, I will always share the expertise and opinions that I have – whether they are the kind you want to hear or not. It is that direct approach that allows us to effectively partner with each other to develop, execute and adjust your overall financial plan with you always in the drivers’ seat.
Together we’ll build and protect your future through key areas of financial planning including:
o Implement custom, tactical investment management with a focus on tax-minimization
o Provide clarity through financial planning for professionals transitioning into retirement
o Integrate income distribution and investment planning for retirees
o Create legacy maximization strategies for those you love and care for
Please reach out so that we can set up a time to explore whether we can work together to accomplish your desires and live the life you envision. I look forward to meeting you.
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.