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
Ashlee recently joined the Shoreline Group this November 2021 as an Office Professional. Ashlee enjoys learning the ins and outs of the financial world and is working on obtaining her Life and Health Insurance licenses. You can find Ashlee answering phones and learning how to process back office items. Ashlee has her hands full these days with her 1 year old twins, but if there is any spare time she enjoys playing sand volleyball, traveling, and spending time with family and friends.