I love to work with individuals and couples in the years leading up to retirement. So often, families do a great job of saving, but the accounts are scattered, they have questions about social security and Roth conversions. They just can't see the full picture of what retirement will look like. I enjoy the challenge of making all of the pieces fit together and showing couples that their retirement goals are attainable, either because they have saved enough or because we've created a plan and will work together to make it happen!

I am originally from Kohler, Wisconsin, and I bleed green and gold. I graduated from Ripon College with a major in Business, and a minor in Communication. I started my career with Thrivent, and I have been here ever since. In those years, I have been in a number of roles with the organization, but working with members is my favorite. 

I live right here in Crystal Lake with my husband, Rich, and daughters, Lily and Morgan. We enjoy camping, traveling, boating, and gardening.

Book a meeting with Amy

I’m a Financial Associate with the CrossRoads Consultants team, and I enjoy working with individuals and families as they navigate important financial decisions, especially as they think about retirement and the years ahead. I help clients organize key areas such as protection, accumulation and goal‑setting, with experience supporting conversations around pensions, Social Security, retirement income strategies, and Medicare resources.

I’ve been in the financial services industry since November 2017 and was drawn to this work by a passion for education and helping others make sense of complex topics. Thrivent’s approach to financial guidance and its commitment to generosity closely align with my values and the way I support clients.

Outside of work, I’m a busy working parent who understands how quickly life can change and how important it is to have a plan that can evolve along the way. I enjoy volunteering, attending my children’s theater performances and school events, and spending time outdoors with my husband, Patrick, our three children, and our golden retriever. Having lived in this community since kindergarten, I’m passionate about giving back to the place that has played such an important role in shaping my life, including my involvement with the Huntley Chamber of Commerce and volunteering with the Huntley School District.

I love helping families move from financial overwhelm to clarity and confidence. Whether we’re puzzling through college planning, everyday financial decisions, or long-term goals, there’s nothing more rewarding than watching a family go from anxious and uncertain to steady and hopeful about what comes next.

I work with families to bring more order, wisdom, and peace to their financial lives so they can make decisions that reflect their values and support the life they’re building. I have a special heart for LCMS called teachers and ministry families. My husband, John, is a called Lutheran teacher and administrator, so this is not only a world I understand professionally—it’s one I live in at home, too.

I began my career with Thrivent in 2021 after 10 years in nonprofit fundraising, drawn to its mission of serving others and living our faith through everyday generosity. I grew up in the Milwaukee area and now live in Oconomowoc with John, our three children—Maggie, Kate, and Colt—and our bulldog, Augie. When I’m not helping families, you can usually find us rock climbing at Devil’s Lake, relaxing in Wisconsin’s Northwoods, or fixing up our old farmhouse.

Book a meeting with Jessica

I began my career with Thrivent in June 2025 after spending over 25 years in the mortgage industry. During that time, I heard so many clients say they wished they had a better understanding of their financial picture. I found that people of all ages, backgrounds, and income levels often lacked clarity when it came to building a financial blueprint. I believe this is often due to a lack of education or feeling intimidated by the unknown, and I knew I could offer guidance and reassurance.

I chose to work at Thrivent because I felt my experience and talents aligned with its mission. Thrivent offers stability in an ever-changing financial world, and its strong devotion to community was especially important to me.

So far, the joy I’ve experienced in this role has come from the people I’ve met. Clients and coworkers alike share core values similar to mine. I also appreciate the ability to maintain work-life balance while building my practice. I’m known for my compassion and empathy, along with being dependable, detail-oriented, and committed to follow-through.

I’ve lived in McHenry County for the past 30 years and have been part of several school communities, sports groups, church, and neighborhood events. These experiences have helped me build many long-lasting and extraordinary friendships. I feel blessed to have raised my sons in this community. In my free time, I enjoy spending time with friends, gardening, and watching my son play baseball. I spend most of my time with my two sons, my friends, and my grand-dog, Rico. I’m also a member of the Crystal Lake, Cary, and Huntley Chambers of Commerce.

Tara joined our team in the summer of 2022. She is the voice you hear when you call in and the smiling face you see when you enter the office.