Financial Advisor
.Farmers
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
- Alaska
- Florida
- Indiana
- Iowa
- Minnesota
- South Dakota
- Washington
- Wisconsin
Insights
Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
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