
Your goals shape the vision, build a plan that makes them possible.
Money isn’t the goal, it’s a tool to help you live the life you’ve worked for. Whether you’re planning for retirement, protecting your family, or building toward new opportunities, we’ll help you use your resources wisely and make confident financial decisions for every stage of life.
Your plan for reaching your financial goals should reflect who you are and what you value. That is why, at Thrivent, we take a very thoughtful approach to understanding you.
When you work with us, you can expect –
- Solid financial strategies rooted in education and empathy.
- A long-term relationship that supports you through the many seasons of life.
- Advice driven by purpose and goals, not just numbers.
Licenses -
- NASAA Series 66: Uniform Combined State Law Exam
- FINRA Series 7: General Securities Representative Exam
- Securities Industry Essentials (SIE)
- Life and Health Insurance License
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Bellevue Office
- Phone:
- 360-383-6975
Hours
M – F: 8 a.m. – 6 p.m.
