Products and services. Aligned with your priorities.
I look at my client relationships as a long-term partnership. I’m here to provide you with sound advice and planning. When life changes or throws a curve ball, I’m here to help guide you with the financial challenges. As a Thrivent Financial Advisor, I believe when it comes to money, people want information and advice presented clearly, honestly and with an open approach to your situation. Thrivent has a wide range of financial products. My role is to present the options that work best for my clients at every point in their lives and to do so in real and understandable language. My clients don’t just want to build their retirement accounts, they want to use their money wisely and generously. I focus my practice and expertise to help you fulfill both your financial goals and your giving. That’s the kind of financial partnership I’m able to provide you and your family.
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.