Jen Becker Financial Professional
EDUCATION
- University of Wisconsin – River Falls,
- Bachelor of Science BS Psychology
- FINRA Series 66
- FINRA Series 7
- ChFC - Chartered Financial Consultant
- RICP – Retired Income Certified Professional
- CLTC – Certified Long Term Care
- FIC – Fraternal Insurance Counselor
Why did I become a financial advisor?
I was 6 months pregnant with my first child when I found out I would be on bed rest for the rest of my pregnancy. Here we were, first-time parents, which is already nerve-wracking enough, and I remember being terrified that I wasn’t going to get paid for the next 3 months and maybe beyond! I can remember being on the phone with my husband and sobbing, saying, “How are we going to pay our mortgage? We can’t live off just your salary!”
I didn’t know then but found out later that my employee benefits package had coverage for this. And that made me wonder, “What else does my package have that I don’t know about!?” And at that exact moment, I became obsessed with understanding every aspect of my financial life and figuring out how it all fits together.
Fast forward to today, my preoccupation with comprehensive planning has grown into a full-blown passion. Except now, my focus is on helping those preparing for retirement feel confident about not running out of money.
My team and I dig through all the details, pieces, and parts of your financial life and craft a customized plan using our comprehensive planning process.
We make sure everything fits together to also help mitigate unnecessary taxes. I want you to understand all of the moving parts and know exactly where your income is coming from.
I never want anyone to feel like I did… unsure of the strategy!
Meet My Team
Amy Erkenbrack
- Title
Director of Operations
- Location
amy.erkenbrack@thrivent.com
- Phone
- 507.384.3186
- Fax
833.912.0821
Pam Condon
- Title
Professional Client Manager
- Location
pam.condon@thrivent.com
- Phone
- 507.384.3186
- Fax
833.912.0821
Steven Mittadam
- Title
Account Service Associate
- Location
steven.mittadam@thrivent.com
- Phone
- 507.384.3186
- Fax
833.912.0821