It has been a great gift to work for Thrivent since 1999 where I have been able to provide our clients financial clarity and confidence. Our mission is to understand our client's needs and wants and help them achieve them, while emphasizing that money is a tool not the goal.

After graduating from Wartburg college, I spent 9 years working in the banking industry in various capacities helping people with their financial needs. Since joining Thrivent I have focused on helping families find financial solutions for their financial goals and concerns. I have received specialized training as a CERTIFIED FINANCIAL PLANNER^® so I can provide guidance for a sound financial strategy.

I have been a lifelong Iowan, growing up in Carroll, IA and currently living in Manchester, IA. My wife Karla and I have raised 4 wonderful children and have 1 grandchild. I am an active member of Our Savior Lutheran church and enjoy volunteering for various Christian nonprofit organizations in the area. We enjoy spending time with family, boating, and when time allows, riding my motorcycle.

Specializations

I specialize in the following areas:

• Retirement planning
• Life insurance
• Investments
• Long-term care insurance

Giving Back

I support these charities and causes:

• Our Savior Lutheran Church
• Youth for Christ
• His Hands Free Clinic

Professional Highlights

• CERTIFIED FINANCIAL PLANNER™ Professional, a certification granted by CFP® Board,
• FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association

Education and Experience

• FINRA Series 07 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance Licenses
• Thrivent Financial Professional since 1999
• Bachelor of Arts in Economics and Finance, Wartburg College, 1990

I am a Thrivent financial advisor with expertise in retirement income planning, insurance, and divorce financial guidance. With appreciation for the unique journey and needs of each client, I enjoy helping them discover how to successfully implement steps to meet their goals. Having worked in the financial industry since 2013, I have discovered that meeting with my clients is what I love best.

My vocation is about more than money; it is about building relationships. I understand that what people value most is family, friends, faith, and the moments invested in those relationships. Expanding my knowledge base and education is very important to me. My specialized training has included certification in extended care planning and retirement income planning, and I hold the Certified Divorce Financial Analyst designation.

Whatever your financial goals are, I understand that they are unique and personal to you. I commit to helping you build a financial strategy that incorporates your values and priorities, and I appreciate the opportunity to partner with you on your financial journey.

I have been married to Marty since 1990. We have three children and two grandsons.

Specializations

I specialize in the following areas:

• Divorce financial analysis
• Retirement income planning
• Life insurance
• Investments
• Extended Care Planning
• Estate strategies
• Education funding strategies

Giving Back

I support these charities and causes:

• Project of Hope – Wells for Ghana
• Take Away Hunger
• Truth Singers of Kaczinski Ministries
• Habitat for Humanity
• Referral Center of DeWitt
• Right to Life
• Humane Society
• SILT.org
• His Hands Free Clinic

I also participate in and lead Thrivent Action Team projects to support my community.

Professional Highlights

• 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
• CLTC® (Certification in Long-Term Care), a designation granted by the Corporation for Long-Term Care Certification
• FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association
• LUTCF® (Life Underwriter Training Council Fellow SM®), a designation jointly granted by The College for Financial Planning® a Kaplan Company and the National Association of Insurance and Financial Advisors (NAIFA
• National Association of Insurance and Financial Advisors (NAIFA)—National Quality Award*
• NAIFA Leadership in Life Institute (LILI) certification

*The NAIFA Quality Award provides financial professionals the opportunity to demonstrate a commitment to excellence through performance, professional education, and industry service. For more information, see: https://tdc.naifa.org/nqa

Education and Experience

• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance License in FL, IA, IL, MT, and NY
• Alumnus, St. Ambrose University, Davenport, IA
• Thrivent Financial professional since 2013

I am a graduate of the University of Iowa with a degree in Marketing and have been providing extraordinary customer service in several roles since college, including over 23 years in the financial services industry. I enjoy the opportunity to get to know clients on a personal level at Mainstay Financial Group and developing great client relationships built on service and trust.

I enjoy learning about Mark and Michele’s business and their clients. The honesty and respect they have for client’s goals and concerns, working for the clients’ best interest is powerful. Being a new member of Mainstay Financial Group, I feel that Mark and Michele are open to my opinions and suggestions, and we all push each other to learn, grow and thrive.

My husband Brian and I have been married over 34 years are proud parents of two adult children-Emily and Jacob and grandparents to three grandsons. I am a member of St Elizabeth Ann Seton church. When not at Thrivent, I enjoy scrapbooking, reading, working puzzles, biking and hanging out with family and friends.