Financial Consultant
.I’ve always been the kind of person who fixes things—around the house, on a spreadsheet, or in conversations that matter. I didn’t set out to be a financial planner; I set out to help people. Financial planning just happened to be one of the best ways to do that.
Over time, I began to realize that my clients weren’t chasing "more"—they were seeking something deeper: confidence and clarity about what really matters. What they wanted, more than anything, were purpose-filled days. Days where their time, money, and energy lined up with their values. Days that felt whole.
That’s where my work lives—at the intersection of practical planning and meaningful living. Whether I’m helping a family steward their resources, walking alongside a business owner through transition, or talking with someone about what legacy really means—I’m helping them build toward more of the days they’d choose again.
My job isn’t to impress. It’s to listen well, plan thoroughly, and help people live with intention.
Because a good plan isn’t just about retirement or returns—it’s about creating a life that feels right, now and in the years to come.
Let’s plan for more purpose-filled days.
At Thrivent, we believe that family is a gift from God - and that managing our finances well is one way that we honor that gift.
Our mission is to help families steward their resources wisely, so they can provide for today, prepare for tomorrow, and bless future generations. Whether you're navigating major life changes, planning for retirement, or dreaming about what kind of legacy you want to leave, we're here to offer guidance rooted in biblical principles and practical wisdom.
We know that life changes - kids grow up, parents age, and new opportunities arise. That's why we're here to walk alongside you at every stage. We're not just building portfolios - we're building lifelong relationships grounded in trust, transparency, and a shared commitment to what matters most: family.
When you work with us, you're more than a client - you're a part of our extended family in faith. And we're honored to walk with you as you build a future that reflects both your values and your vision.
When I'm not helping clients plan for their financial futures, you can often find me out on a Habitat for Humanity build site — in jeans and work boots, hammer in hand. Volunteering with Habitat has become a meaningful way for me to give back and stay connected to my community.
I’ve always believed that everyone deserves a strong foundation — financially and literally. Being part of a team that helps build safe, affordable homes for families is incredibly rewarding. It's hands-on, humbling, and reminds me that the work we do in finance is ultimately about creating security and peace of mind — just like a stable home does. I also enjoy getting others involved. Over the years, I’ve several organized builds with colleagues and clients.
For me, it’s not just about dollars and cents — it’s about people, purpose, and making a positive impact wherever I can.
Outside of my work as a financial advisor, I’m grateful to serve with an organization that’s incredibly close to my heart — One Eighty, a faith-based nonprofit that helps individuals overcome addiction, find healing, and rebuild their lives through the power of Christ.
My volunteer work with One Eighty has been both humbling and transformative. Whether it’s mentoring, supporting job-readiness programs, or simply showing up to listen and encourage, I’ve had the opportunity to walk alongside some truly courageous people on their journey to recovery and renewal.
What I love about One Eighty is that it’s not just about breaking addiction — it’s about restoring hope, dignity, and purpose. It aligns closely with how I approach my work in financial planning: helping people take control of their future, make wise decisions, and move forward with confidence.
Faith is at the center of what I do, both professionally and personally. Volunteering with One Eighty gives me a chance to live that out — to serve others, build relationships, and be part of something bigger than myself.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- Florida
- Illinois
- Iowa
- Michigan
- Minnesota
- Nebraska
- Texas
- Wisconsin
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Planning for Special Needs Individuals and Their FamiliesOct 13, 2026, 5:00 PM UTC - Oct 13, 2026, 6:00 PM UTC
Join us to discuss the unique complexities that go into planning for special needs individuals and their families with Hannah Magrum.Topics discussed will include:• Resources: state, local and federal• How personal financial planning impacts special needs planning• Medicaid and Medicare• Support options• Special needs trusts• IEP vs. 504• ABLE accounts• Tax considerationsNo products will be sold. For additional disclosures, see Thrivent.com/social.Zoom
Planning for Special Needs Individuals and Their FamiliesOct 13, 2026, 11:00 PM UTC - Oct 14, 2026, 12:00 AM UTC
Join us to discuss the unique complexities that go into planning for special needs individuals and their families with Hannah Magrum.Topics discussed will include:• Resources: state, local and federal• How personal financial planning impacts special needs planning• Medicaid and Medicare• Support options• Special needs trusts• IEP vs. 504• ABLE accounts• Tax considerationsNo products will be sold. For additional disclosures, see Thrivent.com/social.Zoom
Office location
Davenport Location
2466 E. Kimberly Rd
Davenport, IA 52807
Phone563-355-4465HoursDavenport, IA 52807
M – F: 9 a.m. – 5 p.m.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.