Associate
.I enjoy building relationships with clients and helping them to achieve their unique goals by developing, implementing, and monitoring customized financial solutions through client-centered service. I also partner closely with Senior Advisors to assist with and establish comprehensive financial planning, ranging from retirement planning to creating a legacy for following generations. When not at work, I love to stay active with my family of 7! Additionally, I serve at Hosanna and on the Elko New Market Chamber of Commerce Board. Playing golf, pickleball, and traveling are important to me!
- High School Graduate or Equivalent, New Prague High School
- High School Graduate or Equivalent, Normandale Community College
- Certification in Long-Term Care®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Iowa
- Minnesota
Insights
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
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