Wealth Advisor
.Tax Efficient Planning
Retirement Planning
As a Wealth Advisor with the Certified Financial Planner® designation, I am dedicated to helping individuals and families achieve their financial goals with confidence and clarity. While I primarily serve the communities of Lake Elmo, Stillwater, Woodbury, Oakdale, Saint Paul and Western Wisconsin, I also serve clients throughout the United States.
Whether you're planning for retirement, saving for a goal, or seeking tax efficient strategies to grow and protect your wealth, we offer personalized, comprehensive financial advice tailored to your unique needs and aspirations. My goal is to provide you with the guidance and tools necessary to make informed decisions, allowing you to enjoy a sense of reassurance about your financial future.
- CERTIFIED FINANCIAL PLANNER®
- Fellow Life Management Institute
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Arizona
- Florida
- Illinois
- Iowa
- Minnesota
- North Dakota
- South Dakota
- Texas
- Virginia
- Wisconsin
Insights
Office location
Lake Elmo Location
3459 Lake Elmo Avenue North Suite 2
Lake Elmo, MN 55042
Phone651-379-9568HoursLake Elmo, MN 55042
Monday - Wednesday 8:30 am - 4 pm
Thursday - Friday 9 am - 3 pm
Also 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
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.
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
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.