Financial Advisor
.- Bachelors of Business Administration/Management, University of Northwestern-St. Paul
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Georgia
- Illinois
- Indiana
- Kansas
- Michigan
- Minnesota
- Missouri
- Montana
- Nebraska
- North Dakota
- South Carolina
- Texas
- Washington
- Wisconsin
Insights
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Celebrate the Magic of the Season!
Bring the whole family for a festive morning filled with holiday cheer! Enjoy fun crafts, cozy up at our hot chocolate bar, savor sweet treats, and capture a special holiday memory with a professional family photo with Santa Claus.
Bring a friend or family member to make a bigger
Register at: https://www.eventbrite.com/e/hot-chocolate-and-crafts-with-santa-tickets-1999709281291?aff=oddtdtcreator
No products will be sold at this event.
A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more: https://bit.ly/4hmPFKV
Office location
O'Fallon Location
6698 Keaton Corporate Pkwy, Suite 103
O'Fallon, MO 63368
Phone952-465-9527HoursO'Fallon, MO 63368
M – F: 9 a.m. – 5 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