Providing the U.P. with Financial Clarity
With 40+ years of combined experience and expertise in this industry, our entire team will help guide you through every step of your financial journey. As Financial Professionals, we can assist you with financial planning, retirement, asset management, and so much more. We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you obtain financial clarity.
In addition to helping individuals and families be wise with money, our goal is to help inspire generosity throughout the Upper Peninsula Communities. Through programs like Thrivent Action Teams, Thrivent Builds and Thrivent Choice, our members can work with us to give back + live generously.