Financial Advisor
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Thrivent Action Team
Comment from Shelly Bales of Blended Spirits Paint Parties:
I taught my first paint party for seniors and I was so nervous! It filled my heart with joy seeing them break free and doing their own thing! In coming up with a design I hoped to help them tap into springs uplifting colors and that childlike spirit we all hold onto inside, but sometimes gets buried in darkness. I hope this was a gentle exercise in motor skills (behind the scenes). Linda Wansig, Methodist Church Pastor, thank you for nudging me outside my comfort zone and for all your help while there. Tracy Samson, AC Manor, you do so many amazing things for them and thank you for helping too. I was depending on following your lead. Jill thank you for making this possible through a Thrivent Action Team. It was wonderful to see their smiles!
For additional information, see Thrivent.com/social
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life.
I graduated from the University of Missouri - Columbia with a Bachelor of Science in Agricultural Economics and I also hold a Master of Science in Technology Education and Education Specialist Degree in Education.
Professional licensing includes FINRA Series 7 General Securities Representative Examination; FINRA Series 66 Uniform Combined State Law Examination; FINRA SIE Securities Industry Essentials Examination. Missouri Insurance Producer: Accident and Health or Sickness, Life, Variable Life and Variable Annuity
Designations include; Fraternal Insurance Counselor designation, Certification in Long-Term Care designation and Retirement Income Certified Profession designation.
My experience includes banking experience as a Senior Loan Officer of a community bank, educational experience as a business instructor for high school as well as an Associate Professor for a community college. Instructional expertise was Personal Finance, Business Management, Business Communications, Computer Technology, and Accounting.
I serve on the Friends of Appleton City High School and Cancer Coaches Boards. I am a Paul Harris Fellow and past President of Butler Rotary Club. I enjoy working with my husband on the farm and in our ministry at Speedwell Southern Baptist Church.
My husband, Jerrell, and I reside on our family farm where we raised our two children, Taylor and James. Taylor holds a doctorate of Physical Therapy from the University of Missouri – Columbia and James is seeking a Bachelor of Science in Agricultural Systems Technology.
- Education Administration, William Woods University
- Masters of Technology Education, University of Central Missouri
- Bachelors of Agricultural Business and Management, University of Missouri - Columbia
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Arizona
- Arkansas(Insurance Lic. #18475207)
- Colorado
- Florida
- Iowa
- Kansas
- Louisiana
- Missouri
- North Carolina
- Ohio
- Oklahoma
Insights
Office locations
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