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Role

No matter what your goals, achieving them requires preparation and planning. I can help you assess your current situation and develop a financial strategy that's customized for you. From strategies to help you grow your assets to preparing for retirement, I'll help you make informed decisions to stay on track with your goals.

Approach

Today, it's common to have multiple financial goals and concerns. That's why we take a broad-based approach to serving our members. It's important to understand how different factors can affect your financial picture. We'll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future.

Experience

I have been with Thrivent Financial for 7 years. 

Thrivent Financial

Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. For more than a century we've helped our nearly 2.4 million member-owners make wise money choices that reflect their values. And we provide opportunities for them to be even more generous where they live, work and worship. With more than $90.4 billion in assets under management and more than $6.9 billion in total surplus (as of 12/31/13), you can be confident in our financial strength and stability.

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