Financial Advisor
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I have been in the financial services industry since 2000. In 2017, I joined Thrivent because I personally witnessed families who did not plan for the future. Life events can create an emotional rollercoaster, changing a family in an instant. Every day I work hard to ensure my clients are prepared for whatever life throws their way.
I live in Sheboygan Falls with my husband Marty. I have four beautiful daughters, Amanda, Valerie, Rachel, and Nora. My girls keep me busy attending their concerts and sporting events. I like working in my flower beds in my spare time or reading a good book. My husband and I love to travel and are working on my bucket list.
In the community, I am involved in the Helping Kids program and support our high school's volleyball and track teams. My family and I are long-time members of First Reformed Church in Sheboygan Falls.
- Associates of Paralegal, Lakeshore Technical College
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Florida
- Wisconsin
Insights
Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs.
Every situation is unique, which is why working with me can help determine if a Roth conversion aligns with your goals—both for retirement and beyond.
#RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
We’re so happy to have Sage join us in Cleveland as our new Administrative Assistant!
Sage has a heart for helping others and making a difference. Outside of work, she enjoys graphic and web design, spending time with family, photography, bird watching, and being outdoors. Her faith is a big part of her life, and she loves serving others through her church and working with young girls.
We’re excited to have Sage on our team and look forward to all the ways she’ll make a difference. Help us give her a warm welcome! 👏
For disclosure information, see thrivent.com/social
#WelcomeToTheTeam
I help clients think through the transition from earning a paycheck to creating income they can rely on.
📱(920) 646-3017
For additional disclosure, see thrivent.com/social
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations