Our team

Jenny is our team’s lead financial advisor and is a CERTIFIED FINANCIAL PLANNER™. She is married with three kids and loves the time she spends between work, church, school activities, and relaxing by the lake. Jenny's interests include walking her dog, camping with family, reading and attending live music concerts. Being able to get to know her clients as she helps them chart a course towards their goals is also one of the most fulfilling parts of her life.

Heidi provides vital support for our office and clients in her role as Practice Support Associate. In additional to her customer service experience and strong organizational skills, she has her Life and Health Insurance license, as well as her FINRA 7 and 66 securities licenses. She is dedicated to serving and strives to ensure your experiences with Thrivent are pleasant and efficient.

Heidi is newly married, has two adult children, and has added her husband’s four children and two grandchildren to her family. She volunteers with a local community group that spreads kindness, is a docent for a small local museum and is involved in various church ministries.

Avery is the newest member of the Sage Path team. As a financial professional, she specializes in helping clients navigate the Medicare landscape as they turn 65, as well as meeting with young people getting their financial footing, including with budgeting, college debt, and starting to invest and save for retirement. She is passionate about helping people navigate their financial lives. In her free time, she enjoys going on walks, reading, cooking, and spending time with friends and family.