How did you get where you are today? How have your goals for your family and career evolved over the years? How do you spend your free time? What would you change?

Are you a mid-career professional hoping to secure your family’s future and start planning for retirement?

I’m here to help you find your next opportunity or figure out what matters most for the next stage of your career. You have choices.

Are you a business owner seeking a lasting legacy for your family and a seamless transition to new ownership when it’s time to step away?

I can help you understand your business's value and identify changes that will make the business more appealing to buyers for an easier transition down the road. No one plans to work hard forever.

Throughout the planning process, we uncover hidden risks, identify what is most important to you and your family, and explore different options to find the best solutions for your business and lifestyle needs.

Financial plans can have lots of moving parts, like saving, spending, and investing strategies. But it doesn’t have to feel complicated or overwhelming. When you work with someone you trust, you get help answering important questions and finding the best path forward. Together, we’ll create a step-by-step plan with straightforward strategies to help you reach your own vision of success.

Worried you don’t have enough time? With technology, we can work together remotely and find a schedule that fits your life—no travel required. We’ll keep meetings focused and efficient, so you can spend more time doing what matters most. Life moves fast, and the sooner we start, the easier it will be to stay ahead. I’ll make it painless, pinky-swear.

Think it’s not affordable? We’ll talk openly about budgets, payment options, and how to keep costs down. Often, waiting ends up costing more than planning ahead. Don’t let cost hold you back. The whole point of the plan is to improve your finances for the long-term - let’s start now so we can make and save you more money. You can do this.

Define the future. Taking action to create a plan provides concrete answers and reduces your stress tied to the unknown, so you can spend more time on things that matter to you. Scale the next mountain, forge that river, zip-line over that canyon. You’ve got both the guide and the gear to make it happen.

Take control of your future—contact me today to start your personalized financial planning journey and turn your goals into reality.

As a Financial Consultant and Certified Exit Planning Advisor (CEPA®, FIC, and BFA™), I am licensed in AZ, CO, CT, DE, FL, IN, MI, NJ, OH, SC, SD, and WI.

At Thrivent, I specialize in retirement planning and wealth strategy, working with established business owners and mid-career corporate professionals across various industries who want to develop good financial habits as their lives evolve.

My background is in the outdoor industry, having managed an outdoor store specializing in kayaking and cross-country skiing for several years prior to joining Thrivent. I especially enjoy serving business owners and professionals who are part of the outdoor industry and community, as well as outdoor enthusiasts of all kinds.

My wife and I, along with our twin boys, live in Sturgeon Bay, WI. When not at work, I’m usually found skiing, mountain biking, and generally enjoying nature — ditching the suit and tie to spend time with my family. Like you, I do not plan to work forever in my business forever, but to "eat my own cooking" an build my business so that someday I can transition to the next chapter - where I can pursue other ideas and hobbies - knowing that my clients are being cared for and that my family is protected from preventable financial risks. 

Take control of your future—contact me today to start your personalized financial planning journey and turn your goals into reality

Caron has been at Thrivent since 2010 and began her career in Life Insurance before moving to the Field Practice Solutions Team in 2021. She brings over 20 years of Insurance and Financial services industry experience and functions as liaison to achieve exceptional workflow and solutions. She supports all product related tasks to help leverage workload.

Amie has been with Thrivent since 2024 and brings with her 15 years of experience in the financial services industry, having been a Registered Representative and Registered Assistant. She supports all products and related tasks to help leverage workload. 

Myriah has been with Thrivent since 2019. She has over 5 years of experience in annuity products and customer service. She supports all products and related tasks to help leverage workload. 

Heather has been at Thrivent since 2013 and began her Thrivent career in Contract Change before moving to the Field Practice Solutions Team in 2019. She has expertise in life insurance and supports all products.