Financial Associate
.- High School Graduate or Equivalent, Montello School District
- Associates of Business Administration/Management, Kaplan University - Current Student
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Wisconsin
Insights
How does the SECURE Act 2.0 impact me?At the end of 2022, the SECURE Act 2.0 was signed into law and includes improvements to retirement earning and planning for Americans. Read further to see what key provisions are included in the law, like the changes to the required minimum distribution start age.
How to Protect What's Important: Your Insurance Options ExplainedIt’s tempting to put off thinking about insurance, but having a strategy is crucial when protecting loved ones. Check out this deep dive to learn more about the options available to you.
Market changes have the potential to create stress, so it’s especially important to get clarity on your financial goals and move forward. Get tips for planning during a pandemic. https://www.thrivent.com/posts/market-perspective/retirement-planning-during-a-pandemic-will-covid-19-impact-your-strategy.html?utm_source=fieldfb&utm_campaign=hearsay&utm_goal=educate&utm_medium=gtm
Office location
Wautoma Location
222 W. Main Street
Wautoma, WI 54982
Phone920-787-1808HoursWautoma, WI 54982
Monday - Thursday: 9 a.m. – 4 p.m.
Friday: 9 a.m. – 3 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