Associate
.Whether you’re just starting out in your career or preparing for retirement, I can help you identify financial opportunities to reach your goals with confidence. Based on your budget, needs and goals, together we can help develop financial solutions – including retirement accumulation and distribution.
I have been an associate with Thrivent for 15 years and have worked with Brian Jones, Certified Financial Planner™ professional and Retirement Income Certified Professional for that duration.
I am married to CJ and we have two boys, Theo and Max.
- FIC - Fraternal Insurance Counselor
- St Peter High School
- Gustavus Adolphus College
- Life and Health Insurance Licenses
- FINRA Series 6
- FINRA Series 63
At the beginning of December, we help collect gifts for Toys for Tots with our annual "Fill the Window with Gifts of Love" campaign. Our goal in this event is to collect as many gifts and toys as we can in our front window. Toys for Tots then distributes what we have collected to those in need in our surrounding communities.
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Iowa
- Minnesota
Insights
Office location
Saint Peter Location
300 S Minnesota Ave
Saint Peter, MN 56082
Phone507-934-5304HoursSaint Peter, MN 56082
Monday - Friday, 9:00 AM - 3:00 PM
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
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