Wealth Advisor
.Women's Markets
Tax Efficient Planning
Retirement Planning
Thrivent Action Teams help our members to make a difference in their communities.
- Local Thrivent Action Teams
- O.A.S.I.S. Food Pantry and Thrift Store
- 100 Women Who Care
- New Hope Resource Center
- Messiah Lutheran Church and School
- Hearts and Hope for Uganda
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- Thrivent Builds
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life and Health Insurance Licenses
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- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
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Insights
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
5 Phases of an IRANov 5, 2026, 12:00 AM UTC
There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover: - How the 5 phases of an IRA relate to stages of your retirement. - How time can have a great impact on tax-deferred retirement accounts. - Strategies for reducing the taxes you and your heirs could pay. Wednesday, November 4 at 6:00pm at the Bogey Hills Country Club in St. Charles, MO.Dinner will be served.Limited spots available, register today!No products will be sold.See thrivent.com/social for important disclosures.27764-13M N1-24Bogey Hills Country Club | 1120 Country Club Rd
Office location
O Fallon Location
6698 Keaton Corporate Parkway Suite 103
O Fallon, MO 63368
Phone636-542-4042Fax636-263-3005HoursO Fallon, MO 63368
Monday – Thursday: 9 a.m. – 5 p.m.
Friday 9 a.m. – 3 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
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