Welcome to my professional website and the "about me" tab! Thrivent for me is the next level of a life of service. I spent 21 years serving the community of Antigo, WI as a Police Officer. I served in many ranks and roles there, which taught me the value of serving others. Continuing that life of service by providing clients with the highest level of financial understanding has become my passion. My goal is to have each client feel safe and secure in their financial strategy we establish together. I have met so many valued clients from the Northwoods of WI, to the Coachella Valley of CA. With the backing of Thrivent's resources, my team, and our planning, you can move your personal goal to accomplishments. Let's make it happen together!

• Associates degree in Police Science
  Life and Health insurance licenses
  FINRA Series 7 General Securities Representative
  FINRA Series 66 Uniform Combined State Law Exam

We believe financial guidance should be personal, approachable, and grounded in what matters most to you. Our mission is to serve with honesty and care, offering tailored strategies that support meaningful decisions and long-term well-being. 

At NorthView Financial Group, our clients are at the center of everything we do. We believe financial guidance should be personal, transparent, and pressure-free. That’s why our approach is grounded in honesty, a high level of investment knowledge, and a commitment to service that puts clients first.

We take an individualized approach, designing strategies around each client’s specific financial goals, life stage, and personal interests. Our team prioritizes investment expertise, responsive service, and clear communication.

We believe financial planning doesn’t have to be complicated. With thoughtful guidance and practical education, it can feel clear and manageable.

We begin with an onboarding process that gathers the information we need and aligns each client with the team members best suited to support them. Our team-based structure allows us to serve clients collaboratively.

During review meetings, we share market insights based on research and current awareness, answer questions, and rebalance or recalculate where needed.

We meet our clients where they are and don’t expect them to arrive with prior knowledge. Our role is to provide information of value so clients can take financial action with purpose.

As part of our process, we incorporate portfolio building using research, analysis, and awareness of current market conditions when developing recommendations.

We offer guidance in multiple areas, with each team member bringing specific experience and strengths to the work.

• Equity investing
• Bond investing
• Investment research and analysis
• Portfolio building
• Retirement strategies
• Pension planning
• Tax mitigation planning
• Insurance strategies
• High net worth service support

We enjoy working with engaged clients who want to understand their financial situation and take purposeful action based on advice aligned with what they believe is best for their money.

We’re committed to being honest, knowledgeable, and reputable in all we do. We take a personalized approach that reflects our values and how we serve each client. Our goal is to create a sense of safety and reliability, and to lead with a giving spirit in every interaction.