Associate
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As a dedicated associate, I’m committed to providing the clarity and guidance you need to navigate your financial journey. With a strong foundation in finance from the University of Wisconsin-Whitewater and professional qualifications including FINRA Series 7 and 66 licenses, as well as a Life & Health Insurance License in WI, I bring a wealth of knowledge and expertise to help you achieve your financial goals. Whether you’re starting to build your wealth, aiming for a secure retirement, or planning to leave a lasting legacy, my approach is tailored to what matters most to you.
My specialization areas include life insurance, investments, education funding, savings strategies, and retirement planning, ensuring a comprehensive approach to your financial well-being. Outside work, I share my life with my husband, Andrew, and our dog, Scooby. I’m actively involved in our community as a St. Luke’s Lutheran Church member. I also serve as an ambassador for the Watertown Area Chamber of Commerce and Vice President for the Johnson Creek Historical Society. My passion for gardening reflects my belief in nurturing growth, a principle that guides my professional and personal life.
- Bachelors of Finance, University of Wisconsin
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Wisconsin
Insights
Office location
Watertown Location
116 S 3rd St.
Watertown, WI 53094
Phone920-261-3222HoursWatertown, WI 53094
M – Th: 9 a.m. – 5 p.m.
F 9 a.m.- 3 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
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