I am passionate about helping individuals, families, and small businesses achieve their financial goals and share their success with others. I began my career in health care with a strong desire to serve, and in 1991 I joined Thrivent, where I continue to focus on helping clients build long-term financial security. As a financial advisor, I am committed to building lasting relationships and delivering personalized solutions tailored to each client’s needs. My success is grounded in the support of my faith, family, and friends, and guided by my philosophy: treat clients like lifelong friends.

I am actively involved in volunteering with Habitat for Humanity and have had the opportunity to participate in builds in locations such as Fiji and Kauai. Outside of work, I value time with my husband, Chris, and our children. I enjoy staying active through fitness classes, as well as boating, spending time outdoors in Minnesota, reading, traveling, and connecting with friends and family.

Education and Accomplishments:

• Thrivent Hall of Fame Legends in 2024 1% of our advisors achieve this.
• FINRA Series 7 General Securities Representative
• FINRA Series 66 Life and Health Insurance Licenses
• Bachelor of Science- Winona State University, Winona MN

No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I'll assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies-including insurance products and investments-to help you: Protect your financial future .....and your family's.

I specialize in the following:

• Retirement income planning
• Long-term care planning
• Estate strategies
• Special needs planning

I believe in giving back and support the following charities and causes:

• Grace Church in Eden Prairie
• Augsburg University - Athletic Alumni A Club
• Meals on Wheels Bloomington - Board Member
• Walk Right In Ministries
• The Way Church in St. Paul

Accomplishments:

• Voices In Philanthropy (VIP) Hall of Honor 2020
• Five Star Wealth Manager award winner 2013-2026

When I joined Thrivent, I knew I wanted to make an impact and take on the responsibility of helping my members make wise financial decisions so that they can live generously. I feel guiding with the heart of an educator is an important part of my role. Prior to joining Thrivent, I held management and leadership positions in retail, and was part of a team that held educational seminars to educate employees about their group benefits and retirement plan options available. I am actively involved in the Eagan Rotary club, the Rotary foundation, and the membership committee. I hold a bachelor’s degree from Minnesota State University-Mankato. I live in Eagan with my wife, Jessica, daughters Addison and Britta and energetic dog, Copper. In my free time, I enjoy being outdoors hiking, biking, snowboarding and golfing.

Giving back to our south metro community:

• Heart for hunger-volunteer
• Habitat for humanity-volunteer
• Thrivent action teams-volunteer
• Feed my starving children-volunteer

Education & Accomplishments:

• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance licenses
• Bachelor of Science-Minnesota State University, Mankato

As a Financial Professional my goal is to establish an ongoing financial relationship with you to help you reach your financial goals.

I specialize in helping people be more secure in areas of:

• Retirement planning
• College planning to make sure you're still on track for retirement and minimizing debt for your kids
• College strategies to find "other" money to fund your kid’s college
• Investments and money management
• Tax efficiency
• Protecting loved ones against the impact of long term care, death, and disability
• Charitable giving

Growing up in Wisconsin (yes, I’m a Cheese Head!), I was well aware of Aid Association for Lutherans (AAL). My parents and Grandparents all lived in the Appleton area. My Uncle was a Financial Representative for AAL and my Grandfather was the President of the Northern Wisconsin District of the American Lutheran Church. So, I’m not sure why it took me so long to finally find a home here at Thrivent. I joined the Stonebridge of Bloomington team in April 2019. Growing up with the Faith and Values of the Lutheran church makes Thrivent a perfect fit. It’s refreshing to be part of an organization that not only provides financial clarity, but also encourages focusing on what is meaningful to you, whether it is family, faith or giving back.

I currently work remotely in Gulf Shores Alabama with my two adorable fur babies as coworkers. My daughter Makenna is attending the University of Alabama studying Nursing. My son Nick lives in Minneapolis with his wife Mai.

Education & Accomplishments

• Bachelor of Business Administration-University of Wisconsin-Whitewater
• Life & Health Insurance License - Alabama and Minnesota

I have been in the financial industry for 19 years and am excited for my future with the Stonebridge of Bloomington team. I was born and raised on a farm near the Canadian border in North Dakota. I enjoy watching and cheering on all of the Minnesota sports teams. I currently reside in Chaska with my wife Becky and our four children, Aaron, Brody, Kinsley, and Kennedy. I enjoy golfing, softball, farming and spending weekends attending my kids sporting events.

With over 50 years’ experience in a variety of roles with Thrivent, and as a parent and grandparent, I am well positioned to understand and appreciate the concerns of all age groups and backgrounds, and am committed to listening and then responding to each individual’s needs. As a “working retiree” myself, I am particularly in touch with the needs of my age group, but continue to enjoy working with young people just beginning their planning as well.

I have served on the foundation boards of many organizations, as well as church councils in three different congregations, and these experiences have also contributed to my understanding of the personal goals of the people I am privileged to serve as an adviser.

Interests and Skills:

• General financial planning and budgeting
• Planning for those approaching retirement
• Income strategies for retirees
• Wealth transfer and legacy planning

With over 25 years of experience, I offer my clients a personalized financial plan that represents their values and goals. Along with my team, we will work with you to discover your financial goals, analyze your current situation, and create a plan for financial success. We will analyze your investments, taxes, retirement plans, insurance policies, and estate plans. Your personalized financial plan will give you the security to move forward with your family in confidence. 

I specialize in the following:

• Investment planning 
• Retirement income planning
• Long-term care planning
• Estate strategies

Education & Accomplishments:

• CFP, Certified Financial Planner 
• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance licenses
• Bachelor of Arts, St Olaf College
• Masters of Education, University of Minnesota