The financial planning process is customized to be uniquely yours. It looks at where you are today and where you want to be. Then our team helps you stay on track with strategies to address your needs and long-term plans. We discuss potential roadblocks and prepare you for the unexpected.

Working collaboratively with a Thrivent financial professional team in a dedicated planning relationship with services for a fee has many benefits. With your input our team will help you:

• Establish your financial vision.
• Assess your net worth, cash flow and protection needs.
• Develop strategies to help you reach your goals.
• Provide written recommendations and advice.
• Coordinate with other professionals, if applicable.
• Periodically review your plan to help you stay on track.

The fee for service depends on the complexity of your financial situation and the level of analysis required. We provide you a specific cost estimate for your written customized financial plan which may include:

• Retirement accumulation strategies
• Retirement income-distribution strategies
• Investment planning and portfolio recommendations
• Income tax strategies and tax-wise planning
• Estate planning strategies
• College planning strategies and
• Savings strategies

Together our financial professionals that are licensed to offer investment advisory services can create a personalized plan to help you reach your goals.

Refer to the Thrivent Investment Management Inc. Form CRS Relationship 

Summary for more information about us; our relationships and services; fees, 

costs, conflicts, and standard of conduct; disciplinary history; and additional 

information. Available upon request from your financial professional and on 

thrivent.com/disclosures.

After receiving my MBA from Indiana Wesleyan University I was thrilled to join Thrivent. As a Financial Advisor, I work to help you reach your financial goals through personalized guidance at all stages of the financial journey.

When I was 22 and newly graduated in Business Administration from Roanoke College, I began to share with friends that being proactive with money decisions was a great way to make the most of what you have. When I worked with homeless families in 2000, I felt such gratitude from them as we walked together through their financial decision-making process. Just knowing that I had helped these families to improve financially was very meaningful to me. It is the reason I went on to pursue a graduate degree in Financial Planning.

I have been a member of Thrivent since the 1990's because of their Christian values and their community generosity. At Thrivent, we view money as a tool - one that can afford you a life rich in meaning and gratitude. Our communities and our lives are so much better when people make the most of all they've been given. I'm here to help you do just that.