Products and services. Aligned with your priorities.
Thrivent has one of the strongest capital positions in the industry, but it's our mission that makes us unique. This means we have a different mindset about finances… We believe that money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. As a Financial Advisor, I work with you to provide comprehensive financial guidance and clarity that compliments your goals and values.
We can work together on:
- Build emergency savings and manage debt.
- Prepare for an unexpected illness, injury or loss.
- Explore more tax-efficient ways to manage your money. *
- Holistic Financial Planning
- Retirement Planning Accumulation and Income Distribution
- Life Insurance
- Investment Management
- Business Solutions
- Long-Term Care
- Estate Planning Strategies
Together we can develop a strategy that helps your money work for you and on your terms. Call or visit my office in Lockport and let’s start the journey together.
What We Offer
![Mutual Funds](/sites/default/files/2023-05/mutual-funds.png)
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
![Financial Guidance](/sites/default/files/2023-05/financial-guidance.png)
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
![Charitable Giving Solutions](/sites/default/files/2023-05/charitable-giving-solutions.png)
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
![Traditional and Roth IRAs](/sites/default/files/2023-05/traditional-and-roth-iras.png)
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
![Investments](/sites/default/files/2023-05/investments.png)
Investments
Our options help you balance performance and purpose.
![Health Insurance](/sites/default/files/2023-05/health-insurance.png)
Health Insurance
We can help you assess your options, including those available through your employer and government programs.