Products and services. Aligned with your priorities.
At Thrivent, we understand that each member has their own unique goals & we provide financial guidance tailored to each individual journey. I’ll help you meet your goals through a full range of products and services which may include insurance, annuities, and investments. Whether it’s protecting your family, planning for retirement, or managing your investments, we’ll start from wherever you are on your financial path and focus on your values to move forward.
I also offer Dedicated Planning Services to provide you comprehensive advice that evolves as your needs and goals change. Dedicated Planning Services builds on the work you have done with your financial advisor and the advice you have received to further refine goals and provide specific objective written recommendations to help meet the needs you identify and prioritize with your financial advisor.
Along the way, we’ll help you follow sound financial principles so you can be wise with money and give back in ways that are important to you.
My team and I look forward to getting to know you, listening carefully, responding in a timely manner, and working hard to earn your trust.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
