Revenue Growth Director
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Growing up in Northeastern Montana, there was always an adventure at hand. My dad was an entrepreneur and started an auto body shop from the ground up that my parents ran for forty years. My mom was a teller at the bank before taking over the management of the shop. That spirit in always helping others was embedded in me from a young age. My favorite activity was to play town with my sister where we and our friends each set up our own businesses. This background propelled me today where I find joy every day in working together with individuals to uncover their financial why.
Family is paramount for myself and those that I work with. My husband, Nate, both grounds me and inspires me. He is the most entertaining high school business teacher, while also coaching golf and assisting in basketball. Our three girls make our world go round, and we absolutely love chasing them while they find their passions. Kylie is an active 15-year-old that loves to be playing whichever sport is in season but her passion is in the court playing basketball, she is also very artistic and loves to bake for us. Logyn is our very social 12-year-old always inviting friends (new and old) to our house, who is very competitive and loves to play basketball. Macey is our youngest, who is 10. You can usually find her climbing a tree or reading a graphic novel or chapter book.
My why is easy. I love and am inspired to engage in meaningful work with others which allows me to be present with my family while engaging in an integral part of the Bottineau community where we live.
When you know your why, the how is easy. Just as when I engage working with a client to uncover their financial why, we work through a dedicated Foundation of Financial Freedom process, I knew it was paramount to approach my business in a structured and meaningful process. When I started with Thrivent, I realized early I was called to help people find confidence through financial stability and retirement.
To be the best for those I work with, I pride myself in constantly learning. My passion and expertise have expanded through a continued learning journey by adding the Certified Long Term Care and Retirement Income Certified Professional designations. These have given me a solid foundation and understanding to be able to guide those with whom I work to financial clarity and purpose to the life events they plan for and those they pray will never happen. I will always continue to learn and grow with my clients needs.
For fun, I am involved in my church Grace Lutheran in Bottineau by being an AWANA volunteer. I am also Vice President of the St. Andrew’s Health Center Foundation and the Vice President of Bottineau Athletic Boosters.
When you are ready to have a guide, I can’t wait to work together to uncover YOUR financial why!
- Bachelors of Business Administration/Management, Colorado State University
- CERTIFIED FINANCIAL PLANNER®
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Minnesota
- Montana
- North Dakota
Insights
Office location
Bottineau Location
1241 Lake Rd Ste 1
Bottineau, ND 58318
Phone701-201-1268HoursBottineau, ND 58318
M – F: 9 a.m. – 4 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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.