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About Me

I work at our Monroe Street office with my dad Jason, who encouraged me to join Thrivent in 2020 and has mentored me in the career.

We've developed an effective process for helping you organize your money in line with your priorities (see Home page for more).

Formally I studied at University of Wisconsin-Whitewater in their Graduate Business Foundations program, while serving as a Financial Literacy Coach in Portage County, WI, through my licensing exams, and while attaining my Fraternal Insurance Counselor designation (FIC).

I also hold a Bachelor of Science from the University of Wisconsin-Stevens Point.

I am a constant learner, especially focusing on economics, which is essential when providing personalized financial advice.

I know the things at which I am most proficient, and I know exactly who to find for the rest.

Conservation and Arts are my two other main areas of focus in my life.

Meet My Team

Shoreline Group

Shoreline Group

Title: Team Practice
Website: https://connect.thrivent.com/shoreline-group

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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