Financial Advisor
.
I grew up on a dairy farm in Wisconsin, with three brothers and three sisters. A first-generation college student, I worked for 16 years as a college administrator, including five years as Director of Student Activities and six years as Assistant Dean of Students at Gustavus Adolphus College in Saint Peter.
I enjoy spending time with our family, camping, horseback riding, and participating in service-oriented mission trips.
- Nicollet County 4-H
- Compassion in Action Executive Board
- Saint Peter Area Chamber Board of Directors
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 6 Investment Company/Variable Products Limited Representative
- FINRA Series 7 General Securities Representative
- Life and Health Insurance Licenses
- Bachelor of Science, UW-Stevens Point
- Master of Science, Western Illinois University
- Adjunct Faculty: University of Northern Iowa and MSU-Mankato
- CLTC® (Certification in Long-Term Care), granted by the Corporation for Long-Term Care Certification
- FIC (Fraternal Insurance Counselor), granted by the Fraternal Field Managers Association
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alaska
- Arizona
- Colorado
- Connecticut
- Florida
- Iowa
- Maine
- Minnesota
- Missouri
- Montana
- South Dakota
- Wisconsin
Insights
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
Office locations
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