Financial Advisor
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Based on your goals, needs and budgets, I can help develop a spectrum of financial solutions - including retirement income accumulation and distribution - which may include investments, insurance or annuities
I 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.
My husband Dave and I have three adult children; Elizabeth, Ben and Jordan. We live in Downing and worship at Holy Cross Lutheran Church in Glenwood City. I volunteer with Everwood Farmstead Foundation, Glenwood City Area Chamber and the Glen Hills Lions Club. Other than time with my family, my hobbies include quilting & church handbell choir.
- Holy Cross Lutheran Church
- Glen Hills Lions Club
- Everwood Farmstead Foundation
- Thrivent Builds with Habitat for Humanity
- St Croix Valley Family Resource Center
- Glenhaven, Inc
- Park View Community Campus
- Adoray Home Health and Hospice Care
- ChFC (Chartered Financial Consultant), a designation granted by the American College, Bryn Mawr, PA.
- Certified Kingdom Advisor, a designation grated by Kingdom Advisors.
- RICP (Retirement Income Certified Professional), a .designation granted by the American College, Bryn Mawr, PA
- CLTC (Certified in Long Term Care), a designation granted by the Corporation for Long Term Care Certification.
- FINRA Series 07 General Securities Representative.
- FINRA Series 65 Uniform Investment Advisor.
- Life & Health Licenses.
- Thrivent Financial Representative since 1996.
- UW River Falls BS Degree in Agri-Business
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Florida
- Indiana
- Iowa
- Minnesota
- Pennsylvania
- Texas
- Washington
- Wisconsin
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Member Network EventsFeb 1, 2027, 10:00 AM UTC
Thrivent Member Network events are open and complimentary to everyone, including non-clients. We offer financial education workshops, keynote speaker events, socials, generosity projects and more. Check back often, as new events are always being added.https://www.thrivent.com/member-network/twin-cities/eventsCheck out the full list of Thrivent Member Network events.
Office location
Glenwood City Location
103 E Oak St Po Box 397
Glenwood City, WI 54013
Phone715-265-4453HoursGlenwood City, WI 54013
Monday - Thursday 8am to 5pm
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