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
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
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
Thankful for all you've been given? We can help you give back.
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
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
