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Helping business owners, families, and retirees make financial decisions with confidence and clarity.
our team
Planning for Your Future Starts With the Right Questions
Planning for Your Future Starts With the Right Questions
  • Am I on track for retirement?
  • Will my family be financially secure?
  • Am I making the most of my opportunities?
  • How can I protect what I've worked hard to build?
  • What financial decisions should I be making today?
  • What's the best path forward for my family, my business, and my future?

You Don't Have to Figure It Out Alone

Whether you're preparing for retirement, growing a business, building wealth, or planning for your family's future, financial decisions can feel overwhelming. Our team helps simplify the complex, providing personalized financial planning and guidance designed to help you move forward with confidence.

Financial Planning for Every Stage of Life

Our team is committed to helping individuals, families, retirees, and business owners gain clarity and confidence in their financial future. We begin by listening and taking the time to understand what matters most to you, your goals, values, and vision for the future.

Using a personalized and holistic approach to financial planning, we develop strategies tailored to your unique circumstances. Whether you're focused on retirement planning, investment management, wealth accumulation, insurance solutions, estate planning, or business planning strategies, our goal is to help simplify financial decisions and create a plan that evolves alongside your life.

We believe financial planning is about more than numbers. It's about helping you make informed decisions, prepare for life's opportunities and challenges, and pursue what matters most with confidence.

Serving Families, Business Owners, and Retirees Across the Twin Cities

We proudly serve individuals, families, retirees, and business owners throughout Otsego, Elk River, Rogers, Maple Grove, Ramsey, Albertville, St. Michael, Hanover, Monticello, Dayton, Champlin, Brooklyn Park, and surrounding Twin Cities communities.

 

Through a comprehensive approach to financial planning and wealth management services, we help clients build, protect, and transfer wealth while working toward their personal and financial goals. Whether you're preparing for retirement, building a business, protecting your family, planning your estate, or creating a lasting legacy, our team is here to provide trusted guidance and personalized strategies every step of the way.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Office Location
Otsego Location
9010 Quantrelle Ave NE Suite 102
Otsego, MN 55330
Phone763-633-5300Hours

By Appointment Only

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 763-633-5300

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.