Financial Consultant
.I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
Check out our Fall 2026 WhiteOak Financial Group Connections newsletter by clicking HERE!
- Chartered Life Underwriter®
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- California(Insurance Lic. #0L70126)
- Colorado
- Florida
- Illinois
- Iowa
- Michigan
- Minnesota
- Nebraska
- Wisconsin
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Leaving a Thriving Legacy - Watch Party LunchOct 14, 2026, 4:45 PM UTC - Oct 14, 2026, 6:15 PM UTC
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Our team is committed to helping you plan for your future - and the future of those that you care most about. Better prepare yourself for the “what-ifs” by joining us as we address:Essential estate preservation documents you should haveThe purpose and role of a willEstate taxes and annual gifting limitsHow the probate process worksAdvantages of naming beneficiaries on your accountsThe SECURE Act 2.0 and how it impacts retirement accountsLong-term care planning: costs and optionsCharitable giving strategies and opportunitiesHow Qualified Charitable Distributions (QCDs) workLife Insurance: Creating stability for every stage of lifeThis workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity. Enjoy a complimentary lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.To register, call our office at 563-659-2991 or email teresa.burkett@thrivent.com. Please sign up by October 8 if able, but walk-ins are welcome.No products will be sold.DeWitt Community Library | 917 5th Ave, DeWitt, IA
Leaving a Thriving Legacy - Watch Party LunchOct 14, 2026, 4:45 PM UTC - Oct 14, 2026, 6:15 PM UTC
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Our team is committed to helping you plan for your future - and the future of those that you care most about. Better prepare yourself for the “what-ifs” by joining us as we address:Essential estate preservation documents you should haveThe purpose and role of a willEstate taxes and annual gifting limitsHow the probate process worksAdvantages of naming beneficiaries on your accountsThe SECURE Act 2.0 and how it impacts retirement accountsLong-term care planning: costs and optionsCharitable giving strategies and opportunitiesHow Qualified Charitable Distributions (QCDs) workLife Insurance: Creating stability for every stage of lifeThis workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity. Enjoy a complimentary lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. Please sign up by October 7 if able, but walk-ins are welcome.The closest entry to Meeting Room 124 is parking in Kirkwood’s east lot (on the side next door to the Mercy Medical building) and coming in the doors next to the blue emergency phone pole. Room 124 is directly to the left when entering here. No products will be sold.The Hotel at Kirkwood Center, Meeting Room 124 | 7725 Kirkwood Blvd SW, Cedar Rapids, IA
Office location
DeWitt Location
908 6th Ave
DeWitt, IA 52742
Phone563-659-2991Fax563-659-2891HoursDeWitt, IA 52742
Monday-Friday 8:30 a.m. to 4:30 p.m. and by appointment
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