Money is a tool, not a goal. As a Thrivent financial advisor, I have the privilege of crafting personalized strategies for my clients that enable them to live lives full of meaning and gratitude.
I believe that when people make wise money decisions that are aligned with clearly articulated values & goals, their anxiety decreases and their mental bandwidth increases, allowing them to focus on what truly matters.
My family has experienced the financial confidence that comes with making wise financial decisions, and I'd love to help you experience the same!
What Do I Do?
Holistic financial planning, including such topics as:
- Budget & Cash Flow
- Debt Management
- Retirement (Accumulation & Distribution)
- Risk Protection
- Goal Planning (Education, Future Purchase)
- Income Tax Planning
- Special Needs Planning
- Business Continuation
- Estate Planning
- Charitable Giving Strategies
Guaranteed Retirement Income
Life, Long-term Care, and Disability Insurance Products
I do much of my business virtually with clients across several states and would be happy to video chat with you at your convenience. I am also available in our Bourbonnais, IL office by appointment.