Financial Advisor
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Tax Efficient Planning
Retirement Planning
Business Owners
- Volunteer- Zumbro Valley Food Shelf
- Volunteer- PEM football coach
- PEM School Board Member
- Board Member, Minnesota Rural Education Association
- Retirement Income Certified Professional (RICP) designation
- Certified in Long Term Care (CLTC) designation
- Medicare licensed
- Master of Arts in Education from Winona State University
- Bachelor of Science in Kinesiology from University of Minnesota
- Life and Health Insurance Licenses
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 7 General Security Representative
- Masters of Education, Winona State University
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Tax Planning Certified Professional®
- Series 7 - General Securities Representative
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Insights
Your commitment to serve can shape what’s next.
Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals.
See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
Some careers offer a paycheck. Others offer the opportunity to build something great.
As a Thrivent financial advisor, you can do meaningful work while building a practice that is supported by a network of peers and the strength of a Fortune 500 company.
Explore your next opportunity: https://thriventcareers.com/4dSlSJs
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Office location
Plainview Location
26 3rd Street Southwest
Plainview, MN 55964
Phone507-534-3411HoursPlainview, MN 55964
M – TH: 9 a.m. – 5 p.m.
F: 9 a.m.- Noon
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