Financial Advisor
.Tax Efficient Planning
Young Families
Retirement Planning
- Associates, Alexandria Technical and Community College
- Bachelors of Elementary Education, Minnesota State University Moorhead
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- Idaho
- Minnesota
- North Dakota
Insights
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
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. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Office location
Alexandria Location
2308 S Broadway St STE 4
Alexandria, MN 56308
Phone320-334-2033 ext. OfficeHoursAlexandria, MN 56308
M – F: 9 a.m. – 5 p.m.
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