Wealth Advisor
.Charitable Giving /Philanthropy
Business Planning
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
As a Wealth Advisor, I take a holistic approach advising my clients to make financial decisions based on their personal values and multidimensional goals. I aim to develop life-long relationships with each of my clients and their families staying in regular contact. When we put a financial strategy in place, you should feel confident your future needs will be covered. My team at Heirloom Wealth Group and I are always just a phone call away to help answer your questions and resolve concerns as quick as possible. Call or visit my office to schedule a time for us to connect in person or virtually.
As a Wealth Advisor I have the pleasure of working with individuals, families and businesses to establish a plan that help them build, protect and distribute their wealth by addressing the following:
- Retirement Planning (Accumulation & Distribution)
- Investment Management
- Risk Management & Insurance Planning
- Tax Planning
- Estate & Legacy Planning
- Cash Flow & Debt Payoff Strategies
- College & Education Planning
- CERTIFIED FINANCIAL PLANNER™ | CFP® designation
- Certified Exit Planning Advisor | CEPA® designation
- Chartered Financial Consultant | ChFC® designation
- Chartered life underwriter | CLU® designation
- Fraternal Insurance Counselor | FIC designation
- FINRA Series 7 License | Series 66 License
- Life & Health Insurance License in CA | CO | FL | KS | MI | MN | ND | OR | TX | WA | WI
- BA Marketing and Advertising | University of North Dakota
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Certified Exit Planning Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #0K61893)
- Colorado
- Florida
- Georgia
- Idaho
- Illinois
- Kansas
- Michigan
- Minnesota
- Nebraska
- North Carolina
- North Dakota
- Oregon
- Pennsylvania
- South Dakota
- Texas
- Virginia
- Washington
- Wisconsin
Insights
Office location
Minneapolis Location
3433 Broadway St NE Suite 400
Minneapolis, MN 55413
Phone651-287-9408Fax866-201-6316HoursMinneapolis, MN 55413
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
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.