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