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.
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.
I work with customers to help them with:
- Building financial strength
- Protecting financial future
- Saving and investing for financial goals
- Preparing for or living in retirement
- Developing tax-advantaged investment strategies
- Helping others
- I graduated with a Bachelor of Science in Engineering from UW - Platteville in Platteville, WI
I am married. I have 2 children.
I am a member of Our Savior Lutheran Church in Eagle River, WI.
In my spare time I enjoy
spending time with family.
I'm part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is a more in-depth level of service that ensures your specific financial needs and goals are addressed.
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a faith-based, not-for-profit financial services organization with approximately 2.5 million members. As the nation's largest fraternal benefit society, we help members be wise with money and live generously. With more than $82.2 billion in assets under management and more than $6.1 billion in adjusted surplus (as of January 1, 2013), you can be confident in our financial strength and stability.