Beth joins our team with over 4 years of experience as a financial advisor with Thrivent. She provides Dedicated Planning Services to our clients as well as the ability to review and provide recommendations on existing products and accounts held at Thrivent. 

Diane will be present in meetings with Natalie, taking notes, assisting with the implementation of advice, and ensuring solid communication with our team.

Grace is one of our teammates dedicated to working with our nurse and student nurse anesthetist (SRNA) clients. She is often your main point of contact should you have questions regarding your financial plan, questions regarding any recommendations, or should our office require additional information from you.

Elyse assists in scheduling appointments, maintaining client files, answering client general questions and greets clients when calling or visiting.

Nikki is responsible for preparing applications and paperwork. You can expect to hear from her as you move through the financial planning process, if you require updates or changes to your products or accounts, or if you are implementing a product solution.