Products and services. Aligned with your priorities.
A strong financial plan brings so much value to life. It can help protect you from economic downturns, chart a course through unplanned life events such as job loss or illness, and build a nest egg that lets you retire with reliable income. A collaborative approach and transparency are key reasons my clients choose to work with me. Working together, we’ll ensure my recommendations focus on what matters most to you. We can develop a comprehensive financial plan that addresses your unique situation, goals and philanthropic wishes to allow you to thrive with purpose. I have a longstanding history of exceeding my clients’ expectations. How? I make sure you understand all of your financial options. I also rely of the unique capabilities of Thrivent. Thrivent is a Fortune 500 financial services organization with a focus on helping Christians achieve and sustain a healthy relationship with money. Its broad portfolio of products and services, includes mutual funds, life and disability income insurance, investments, planning services and much more. But financial plans are never set-it-and-forget-it. We all know that the economy can slip, the stock market can tumble, tax policies can change. That’s why I’m proactive and conduct regular reviews. When life changes, your plan might have to change with it. Sometimes those changes have to happen very fast. That’s why I seek to build strong, genuine relationships with my clients -- delivering expert advice and providing superior service.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
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.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
