Products and services. Aligned with your priorities.
Our culture tells us that happiness is defined by what you have, but I disagree. I believe in the pursuit of contentment by living generously. Every day, my team and I execute our mission by building meaningful relationships and providing skilled financial advice. Some of our clients are wealthy, others come from more humble beginnings. No two are alike. But they share a common belief – a moral responsibility to be good stewards of the blessings they have. That’s why I take time to understand your values and help you identify what's most important to you. Working together, we’ll align on a vision and craft a plan for your finances.
Examples of services we provide include but are not limited to:
- Dedicated planning services
- Life and health benefit consulting
- Wealth accumulation and risk management strategies
- Retirement income planning
- Executive benefits and key person retention strategies
- Wealth and tax efficient estate transfer
- Advanced charitable and legacy planning*
*“Thrivent and its financial professionals do not provide legal, accounting, or tax advice”
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
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.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.