Associate
.Tax Efficient Planning
Retirement Planning
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. I live in the Bartlett community, but serve clients in Northwest and Western suburbs of Chicago, as well as clients in Wisconsin.
Before starting at Thrivent, I worked over 30 years in Banking, starting with Continental Bank (the big bank with the little bank inside) and ending with Northern Trust.
I believe in Thrivent's motto, "we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude." There is tremendous satisfaction ensuring the young families are protected for inadvertent setbacks, and others like me enter into retirement with a strategy and sustainable plan.
I am a Thrivent client as well. I appreciate the availability of Action Teams and direct my Choice Dollars to my liking. I believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
- Associates of Liberal Arts, College of DuPage
- Bachelors of Management Information Systems, Lewis University
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Florida
- Illinois
- Michigan
- Wisconsin
Insights
Office location
Wheaton Location
114 N Hale St. Unit C
Wheaton, IL 60187
Phone630-973-0017HoursWheaton, IL 60187
M – F: 8:30 a.m. – 4:30 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