Products and services. Aligned with your priorities.
At Thrivent, my focus is on empowering clients through strategic investment planning and college education planning, leveraging my Series 7, SIE, and Series 66 certifications. Our team's dedication to accurate and ethical financial guidance has fostered trust and helped clients navigate their financial journeys with confidence.
With a background in Peace Studies from Saint John's University, I integrate human rights principles into financial advising, ensuring that our financial strategies not only meet economic goals but also promote positive social impact. It's here that my educational foundation and professional acumen converge to support our clients' aspirations and the broader community.
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.
