How we work

We take very deliberate steps to make sure we know our clients, including what their goals, hopes and dreams are, so we can evaluate the best course of action, and constantly review to make sure the original path remains. 

We do this to serve people and lead them to be more secure so they can live more generously. It is the roadmap to all we do. 

We provide personalized financial guidance to people at all stages of life. Thrivent sees money not as a goal, but as a tool that can allow a life rich in meaning and gratitude. We want to ensure the tool serves the community, protects families, and creates safety and freedom through financial health.  

Become more than a client, join our family today. Contact us and say, “Hello!” We are here to listen.  


For additional information on professional designations and the requirements to earn them, visit

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.