Solutions

Services and products. Aligned with your story.

Hi, I’m Mandy.


I’ve always loved stories, and I'd like to help you tell yours. Starting with your values, we'll dig into your vision for your future and how to leverage your resources as efficiently as possible. You may be surprised at all you can accomplish with focused advice.


My journey to Thrivent as a Financial Advisor is a long story that includes a lot of life experience, including a personal and financial setback that caught me completely off-guard. So while we dream of the future, we'll cover the most common financial dangers and build a solid foundation for you and your family. I'll work side by side with you and your loved ones, one step at a time, to map out your financial future, and help you implement it.


I specialize in helping people be more secure in areas of:

·  Tax-savvy ways to manage your money

·  Retirement income planning

·  Creating multi-generational wealth

·  Business finance and succession planning

· Risk management strategies

· Advanced charitable and legacy giving


Are you wondering:

  • When can I retire?
  • What can I do with an old 401k?
  • Should I have a ROTH IRA?
  • What can I do now to minimize taxes in retirement?
  • How to start investing?
  • How much life insurance do I need?
  • What type of care can I afford in my long-term care strategy?


I can help with all these questions and more. Let's get started telling your story the way you want to. Call 715.551.1303 or use the 'Contact Me' button at the top of this page.



What We Offer

Retirement Savings Accounts

Retirement Savings Accounts

We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).

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Life Insurance

Life Insurance

We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.

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Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Annuities

Annuities

These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.

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Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.

Disability Income Insurance

Disability Income Insurance

Our policies protect a portion of your income in the event of an unexpected illness or injury.

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