Financial Advisor
.Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
I’m a Lake Elmo–based financial advisor who helps individuals and families across the East Metro and western Wisconsin, including Woodbury, St. Paul, Oakdale, and Hudson, WI, build personalized, tax-smart financial strategies. Financial planning is about more than managing numbers; it’s about creating peace of mind, protecting what matters most, and making confident decisions aligned with your life and values.
Personalized Financial Planning for East Metro Families
I work closely with individuals and families to help them build and manage their wealth with clarity, purpose, and long-term confidence. Whether you’re just getting started, preparing for retirement, or navigating a major life transition, my role is to help you create a financial strategy aligned with your real life, not a one-size-fits-all approach.
What It’s Like to Work With Me
You can expect open communication, thoughtful guidance, and a personalized approach built around your priorities. My process is educational and collaborative, designed to simplify complex financial topics so you feel informed, confident, and in control at every step.
From understanding where you are today to building a plan that adapts as life evolves, I walk alongside you throughout the journey.
Community Roots, Professional Guidance
With deep roots across the East Metro, I’ve built lasting relationships by helping individuals and families plan with clarity and confidence. This isn’t just where I work, it’s home.
I proudly serve clients in Lake Elmo, Cottage Grove, Woodbury, St. Paul, Oakdale and Hudson, Wisconsin, and I’m honored to be a trusted guide on their financial journey. While the East Metro is my primary community, I also serve clients throughout Minnesota, Wisconsin, and across the country.
Education & Professional Credentials
- FINRA Series 7 – General Securities Representative
- FINRA Series 66 – Uniform Combined State Law
- Life & Health Insurance Licenses
- Master’s Degree, Southwest Minnesota State University
- Bachelor’s Degree, University of Minnesota–Duluth
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Florida
- Minnesota
- Nebraska
- South Carolina
- Wisconsin
Insights
I changed jobs. What should I do with my old 401(k)?
I get this question quite a bit. On the surface, it seems pretty simple.
Leave it where it is.
Move it to your new 401(k).
Roll it into an IRA.
Or take the money out.
Those may be the options. But deciding between them isn’t always that simple.
Did you leave your employer after age 55?
Could you need access to some of that money before 59½?
Would Roth conversions make sense at some point?
How does this decision affect your taxes?
What other retirement accounts do you have?
And what makes the most sense for your family and the rest of your financial plan?
Those are very different conversations.
That’s why when someone asks me, “Where should I move my old 401(k)?” I usually want to ask a few questions before I give them an answer.
Because sometimes the best decision is to move it. Sometimes it’s to leave it exactly where it is. And sometimes there’s an opportunity that isn’t obvious until you look at everything together.
The important part isn’t knowing that you have options. It’s understanding what those options could mean for YOU before you make the decision.
That’s the conversation worth having.
See thrivent.com/social for important disclosure information.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Action TeamsFeb 8, 2026, 5:00 PM UTC - Apr 30, 2027, 5:00 PM UTC
Make a difference in your community, with your community! Supporting your community is easy with Thrivent Action Teams. Apply to lead a group in a fundraiser, educational event or service activity. Then, gather a team of volunteers to make an impact together. Thrivent provides a customized kit of resources, along with up to $250 of seed money, to kickstart your project. Your team provides the passion to bring it to life. To learn more, visit our website at www.thrivent.com/actionteams or click on the REGISTER button to visit the Thrivent Action Team page on Thrivent.com.In your community
Creating more breathing room with Money CanvasFeb 8, 2026, 5:00 PM UTC - Apr 30, 2027, 11:00 PM UTC
Money Canvas is a free online program that helps you build healthier budgeting, saving, and spending habits. Over the course of three virtual sessions with your Money Guide, you will build confidence and learn to manage your money mindfully. Money Canvas offers three guided sessions that work together to help you free up more money to put toward your financial priorities. Your Money Guide will stick with you throughout the program and help you build new money management skills at your own pace. Each session lasts about one hour and tackles a unique aspect of day-to-day finances. Coaching is available in English and Spanish visit thrivent.com/moneycanvas or click on the REGISTER button to visit the Money Canvas website. https://www.thrivent.com/what-we-offer/generosity/money-canvas.htmlNo products will be sold. For additional disclosures, see thrivent.com/social Guided Online Program
Office location
Lake Elmo Location
8519 Eagle Point Blvd, Suite 102
Lake Elmo, MN 55042
Phone651-443-2413HoursLake Elmo, MN 55042
M – F: 9 a.m. – 5 p.m.
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations