Our team story
We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool—one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.
We are committed to serving all types of clients, spanning a broad range of ages, phases and needs. We provide a multigenerational approach to our service and planning, and proudly serve third- and fourth-generation clients.
As a team, we have 30+ years of combined experience in the financial industry to assist you in reaching your goals. Meeting our clients where they are in life and tailoring a plan to fit their needs is what we strive for. We specialize in tax-efficient retirement planning, charitable giving, brokerage investments, wealth transfer, special needs planning, advice and planning for business owners, and more. We are here to walk you through every step of the process.
We have a diverse knowledge base to help manage your needs appropriately. Within our team, we hold the following certifications and designations:
- Chartered Advisor in Philanthropy® (CAP®)
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Chartered Life Underwriter® (CLU®)
- Fraternal Insurance Counselor (FIC)
- Fraternal Insurance Counselor Fellow (FICF)
- Life Underwriter Training Council Fellow SM (LUTCF®)
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- Certification for Long-Term Care (CLTC)
- Certified Kingdom Advisor® (CKA®)
- Behavioral Financial Advisor TM (BFA™)
- Chartered Special Needs Consultant (ChSNC)
Thrivent Magazine feature article Winter 2024
Thrivent Magazine feature article
