Investor-Minded, Plan-Oriented
There are many financial products and services to consider, and I understand how crucial it is to choose those that best address what matters most to you.
So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
Quick References: Products & Services
▸Advisor-Guided Financial Planning
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Tailored coverage to protect your assets and your loved ones
Diversified investments to meet your risk tolerance and growth goals
Strategic planning for Social Security, 401(k)s, IRAs, and Annuities
Expert strategies for the unique needs of business owners
Dedicated savings solutions for future educational expenses
Exclusive access to Thrivent Action Teams, Thrivent Choice, Health Insurance Discounts, and the Thrivent Federal Credit Union
Advisor-Guided Financial Planning — Technology Integration
Our financial planning services pair industry-leading financial planning tools with expert advice for a streamlined planning experience:
Collaborative Goal Setting
❯ Personalized planning through tailored financial objectives
Predictive Forecasting
❯ Visualize short and long-term data & progress
Scenario Planning
❯ Explore the factors that may affect your plan and strategize to navigate uncertainties
Real-Time Insights
❯ Securely link and consolidate your financial & investment accounts for current insights and recommendations
Money Management Tools
❯ Streamline your money management with intuitive budgeting, cash flows, and reporting
Spending Analysis
❯ Gain insights into your cash flows for more customized advice
*Self-service capabilities, Friendly UI, No-Hidden Fees
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What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
