Financial Consultant
.- Ambassador, Owatonna Area Chamber of Commerce and Tourism
- Board Member, Junior Achievement
- Member, Trinity Lutheran Church
- Volunteer - Thrivent Action Teams
- Assistant Coach, Owatonna High School Fishing Team
- CFP®, Certified Financial Planner (Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.)
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Science in Business from University of Minnesota Carlson School of Management
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- California(Insurance Lic. #4049371)
- Colorado
- Iowa
- Minnesota
- Wisconsin
Insights
Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
Discover more about the financial advisor career: thriventcareers.com/4cIdiwn
#CareerChange #FinancialServices #FinancialAdvisor
Office location
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.