Market Developer
.Divorce Planning
As a financial advisor who believes in holistic planning, I have the expertise to help you : • Select and manage your investments to achieve your goals • Develop a strategy to turn your assets into income at retirement • Protect you and your family against the unexpected • Manage assets in times of change (such as divorce or loss of spouse) I became a financial consultant because I wanted to help Christians feel confident about retirement readiness, and to empower those going through life’s changes to make wise financial decisions. I enjoy building relationships with clients like you because life is about more than money-It’s about the clarity achieved when you begin integrating your values with your financial strategy. We will build your personal financial plan around the things and people you care about. When not working, I enjoy spending time with my 2 adult children-my daughter Alexandra and my son Ryan. I also spend time with friends enjoying all that Sun Prairie has to offer.
- Lead Action Teams
- Bethlehem Lutheran Church
- Volunteer, Sunshine Place
- FINRA Series 07 General Securities Representative
- FINRA Series 63 Uniform Securities Agent State Law Exam.
- FINRA Series 65 Uniform Investment Advisor.
- Life and Health Insurance Licenses
- CFP(R) Certified Financial Planner (R) A designation granted by the Certified Financial Planner Board.
- CHFC(R) Chartered Financial Consultant-A designation granted by the American College, Bryn Maur, PA.
- CDFA ™ (Certified Divorce Financial Analyst ®) A designation granted by the Institute of Divorce Financial Analysts ®
- RICP® (Retirement Income Certified Professional®), a designation granted by the American College, Bryn Mawr, PA
- FIC (Fraternal Insurance Counselor) A designation granted by the Fraternal Field Managers” Association
- B.S. Business Administration; University of Illinois, Champaign, IL
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certified Divorce Financial Analyst®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Alaska
- Arizona
- Arkansas(Insurance Lic. #17227206)
- California(Insurance Lic. #4466498)
- Colorado
- Connecticut
- Florida
- Georgia
- Idaho
- Illinois
- Indiana
- Iowa
- Kentucky
- Maryland
- Michigan
- Minnesota
- Missouri
- Nebraska
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- South Dakota
- Texas
- Virginia
- Washington
- Wisconsin
- Wyoming
Insights
Office location
Madison Location
5250 E Terrace Dr Ste 110D
Madison, WI 53718
Phone608-286-1616HoursMadison, WI 53718
M – F: 9 a.m. – 5 p.m.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.