As a financial consultant, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broader array of products to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you take steps to achieve your goals.
Building long-term relationships is important to me. That's why I take a unique, values-based approach to financial guidance. We'll begin by identifying what's most important to you. Working together, we'll connect your values to your investments. You also have the flexibility to choose a different level of service or approach that's right for you. This can include a product-based, issue-based or broad-based solution.
- I have been with Thrivent Financial for 27 years.
- I graduated with a Bachelor of Business in Investment, Finance, Banking from UNIVERSITY OF WISCONSIN in Madison, WI
I am married. I have 2 children.
I am a member of Lakeview Church in Stoughton, WI.
In my spare time I enjoy
spending time with family,
winter sports and
I enjoy volunteering with
McFarland Education Foundation (MEF) and
Lakeview Church Worship Team.
I'm part of a team that includes professionals with experience in virtually every aspect of financial services. While you'll primarily work with me, you'll also have access and opportunity to meet with other financial representatives on my team. These professionals have in-depth knowledge of specific products and/or life stages, such as preparing for retirement. This combined individual and team approach ensures that a financial professional will be available whenever you need assistance.
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.