Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

I've got valuable information and resources to share. Explore away! And check back often.

Image Read Post
Image

This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social

Image

This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social

Image Read Post
Image

Learn more by reading this short article! https://www.thrivent.com/insights/magazine/winter-2024/whats-happening-at-thrivent For disclosure information, see thrivent.com/social.

Image

Learn more by reading this short article! https://www.thrivent.com/insights/magazine/winter-2024/whats-happening-at-thrivent For disclosure information, see thrivent.com/social.

Image Read Post
Image

Engaging in financial discussions, regardless of their simplicity, strengthens your relationship with your children and allows you to share your values. For disclosure information, see thrivent.com/social.

Image

Engaging in financial discussions, regardless of their simplicity, strengthens your relationship with your children and allows you to share your values. For disclosure information, see thrivent.com/social.

Image Read Post
Image

I help you achieve your financial goals by providing personalized guidance, developing a comprehensive financial strategy, managing your investments, and providing ongoing support. I aim to help you stay on track and make adjustments as needed to help you meet your #goals. 📱(262) 338-7770 For disclosure information, see thrivent.com/social

Image

I help you achieve your financial goals by providing personalized guidance, developing a comprehensive financial strategy, managing your investments, and providing ongoing support. I aim to help you stay on track and make adjustments as needed to help you meet your #goals. 📱(262) 338-7770 For disclosure information, see thrivent.com/social

Image Read Post
Image

Giving money💲 to important causes is in keeping with the spirit of the holidays, and doing so before year-end can give you an extra write-off at tax time. 📱(262) 338-7770 See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image

Giving money💲 to important causes is in keeping with the spirit of the holidays, and doing so before year-end can give you an extra write-off at tax time. 📱(262) 338-7770 See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image Read Post
Image

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the holidays. To help remain on track, we can walk through a variety of time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year. 📱(262) 338-7770 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the holidays. To help remain on track, we can walk through a variety of time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year. 📱(262) 338-7770 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image Read Post
Image

Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to me to learn how QCD's can potentially work in your strategy. disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image

Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to me to learn how QCD's can potentially work in your strategy. disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image Read Post
Image

In addition to helping individuals and families be wise with money, my goal is to help inspire generosity in our community. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image

In addition to helping individuals and families be wise with money, my goal is to help inspire generosity in our community. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image Read Post
Image

Want to explore how RMD strategies that may benefit you? Let’s create a personalized strategy together! For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image

Want to explore how RMD strategies that may benefit you? Let’s create a personalized strategy together! For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Image Read Post
Image

Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

Image

Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.