Financial Advisor
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I have been helping clients with their finances as a financial professional since 2014. My focus has always been on doing what is in the best interest of my clients with deep long-term client relationships and service. I have a special place in my heart for pre-retirees and in particular women, as they plan for retirement.
My father died in his early 60’s which left my mother a widow at the beginning of her retirement which ended with a Medicaid spend-down. Luckily mom was also the recipient of good estate planning by my grandmother and these two life events have shaped my practice. I work alongside my clients to help them transition into retirement with confidence.
I have a process that focuses on creating a trust-based relationship, where I fully understand your goals, you understand what you already have in place and are inspired to take action. I am a part of your team!
I am a connector. I really like people and love to learn about their lives. I enjoy teaching and developing people, whether it be Sunday School, teens or staff. In my spare time I love to play board games, read, host large social events at my house and spend time with my family. I have been married to Tom since 2000 and we have two children, Maddy, who is in college and Ben who is attending OTHS. We also have two dogs at home that keep us busy.
I grew up in Traverse City, MI surrounded by family on all sides. My grandparents were incredibly involved in the community and inspired my desire to volunteer. Making an impact to the causes that matter to me is a driving passion and something I teach my children as well. Our whole family is active in the community and we work hard to do our part.
I was raised in the church but didn’t find Jesus until adulthood at the urging of my husband. I was loved into a relationship with Jesus from the service and relationships I met through my church. I studied the scripture and saw a huge correlation between the community of believers I was surrounded by and the parables taught in scripture. My faith is relevant to me and I pour into projects and community where I can make an impact.
Pete Mac Laughlin Memorial Golf Tournament
What did I do for my birthday this year? With a match from Thrivent we again supported the O'Fallon Food Pantry via Ronald Dormer, committee member for the 26th annual Pete Mac Laughlin Memorial Golf tournament!
Very excited to be pictured with Ron Dormer a committee member for the 25th Annual Pete Mac Laughlin Memorial Golf Tournament, held at the Tamarack Golf Club in Shiloh, IL. This tournament raises money for the O’Fallon Food Pantry. I am proud to do my part and donate to the cause.
To learn more visit: https://www.faith-online.org/25th-annual-pete-maclaughlin-memorial-golf-tournament
Children’s and Teen Ministry – Creation Corner, Christ Church
I currently teach preschoolers during children’s church but love working with elementary and student ministries as well. My hope for children in church is to create a place where they associate church and their faith with a place that they feel welcome, safe and loved by those who serve in the ministry and God. Love the sinner; hate the sin.
To learn more visit: https://mychristchurch.com/
Right Turn Ministries – Honduras Mission
Focusing on helping children and their families with food, education, clothing and a way out of the ghettos. I give back to this organization with my Thrivent match donation and my family will be traveling to Honduras in summer 2021. I look forward to helping to translate while there and connect kids to Christ. To learn more visit: http://rightturnministries.com/
R3 Development
Changing the narrative of the entire city, one life at a time. I have supported R3 Development through the Thrivent match donation because they are on the frontline in pouring into the youth and providing a pathway out of poverty through this innovative leadership program. To learn more visit: https://www.r3dev.org/meet-the-team.
- Series 65, 63, 7, health, life and Disability insurance. MI, MO, IL, TX, AZ, CO, FL, SC
- CCPS® Certified College Planning Specialist
- Associates of Sciences on Drafting and Design Engineering
- Carriel Junior High School PTO, President – 2018-2020
- LaVerna Evans Elementary PTO, Member
- Illinois Prairieland Walk to Emmaus, Board member 2020-2021
- Senepol Cattle Breeders Association, Executive Vice President 2006-2013
- Associates of Mechanical Engineering, Northwestern Michigan College
- Spanish, Southwestern Illinois College
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Languages spoken: English, Spanish
- Alabama
- Arizona
- California(Insurance Lic. #4475438)
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kansas
- Michigan
- Minnesota
- Missouri
- North Carolina
- Ohio
- South Carolina
- Tennessee
- Texas
- Wisconsin
Insights
Office locations
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
