Products and services. Aligned with your priorities.
Whether you're just starting in your career or preparing for the retirement you've dreamed about. I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, needs and budget, I can help develop a financial plan through a spectrum of financial solutions.
I am a holistic financial consultant with expertise in wealth management, insurance, and retirement accumulation and distribution planning. I enjoy learning about the needs of the families and individual clients I help. I know that my time with a client is far more impactful if I understand what my clients' lives are like. I became a financial planning professional because I wanted to go to work knowing what I did could positively impact someone's life. I've been in the financial industry with Thrivent Financial since 2007. I love that my financial planning practice is more than just money. It's about relationships with clients like you that I can cherish for years to come. I understand that life is about the things that bring you joy and doing more with what you have. No matter what your financial goals are, I will build a financial plan around the things that you care about.
What We Offer
![Mutual Funds](/sites/default/files/2023-05/mutual-funds.png)
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
![Financial Guidance](/sites/default/files/2023-05/financial-guidance.png)
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](/sites/default/files/2023-05/charitable-giving-solutions.png)
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
![Traditional and Roth IRAs](/sites/default/files/2023-05/traditional-and-roth-iras.png)
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](/sites/default/files/2023-05/investments.png)
Investments
Our options help you balance performance and purpose.
![Health Insurance](/sites/default/files/2023-05/health-insurance.png)
Health Insurance
We can help you assess your options, including those available through your employer and government programs.