Jen Becker Financial Professional

Whether you’re transitioning from one career to another or preparing for the retirement you’ve dreamed about, I can help you identify opportunities that help you reach your ultimate destination with confidence. Based on your goals, needs and budgets, I can help guide you with a spectrum of solutions – including retirement income, accumulation and distribution. – which may include investments, insurance or annuities. I’ll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.

I have been a Financial Professional with Thrivent since 2007. I am married to Kevin and we have 4 wonderful children - Brooklyn, Brylie, Bryton, and Brielle. We live in Morristown Minnesota and enjoy spending time with family, and being involved with causes we care about.

EDUCATION

Waterville, Elysian, Morristown High School

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

Legacy Wealth Advisors

Title: Team Practice
Website: https://connect.thrivent.com/legacy-wealth-advisors

Amy Erkenbrack

Title: Director of Operations
Location: amy.erkenbrack@thrivent.com
Phone: 507.384.3186
Fax: 833.912.0821

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Pam Condon

Title: Professional Client Manager
Location: pam.condon@thrivent.com
Phone: 507.384.3186
Fax: 833.912.0821

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Steven Mittadam

Title: Account Service Associate
Location: steven.mittadam@thrivent.com
Phone: 507.384.3186
Fax: 833.912.0821

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