Financial Associate
.Young Families
Retirement Planning
Business Owners
With over 31 years of experience in investment, retirement and insurance planning, I value life-long relationships that I build with my clients. I work with my clients to educate and create a customized financial strategy to achieve their goals and objectives. My goal is to make sure my clients understand the "why" behind the decisions they are making. Whether you are a savvy investor or just looking for more guidance, this education is designed for you! I am married and have 3 children. In my spare time I have enjoyed coaching my daughter's softball teams, spectator sports, golfing and travel.
- Thrivent Financial Hall of Fame (Hall of Fame represents long-term commitment to our organization with consistent, successful performance. Financial Professionals qualify for Hall of Fame by achieving at least 20 years of service and by meeting performance goals.)
- Bachelor of Science Degree in Finance from St. Cloud State University, 1992
- Five Star Wealth Manager Award, 2012-2022 fivestarprofessional.com/public/wmresearch
- Life Member - Million Dollar Round Table (MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge.)
- FINRA Series 6 Investment Company/Variable Products Limited Representative
- FINRA Series 63 Uniform Securities Agent State Law Exam
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Colorado
- Illinois
- Iowa
- Minnesota
- Missouri
- Nebraska
- Wisconsin
Insights
If you’re interested in understanding what today’s economy could mean for your financial life, watch Thrivent’s recent Q4 Market & Economic Update: https://bit.ly/4eh5DWv
Key takeaways:
☑️ The economy remains solid, but inflation and higher rates still affect consumers.
☑️ AI is reshaping the economy and helping drive recent market growth.
☑️ As change accelerates, stay grounded in your long-term goals.
As a financial advisor, my role is to help you understand what these trends could mean for you, adjust your strategy when needed, and keep your goals in sight. Reach out if you have questions or want to take a fresh look at your approach.
Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
Office location
Chaska Location
1107 Hazeltine Blvd Ste 491
Chaska, MN 55318
Phone952-443-2131HoursChaska, MN 55318
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