I work with a financial representative to provide financial services to you. Together, we can develop a financial program that addresses your current needs and helps you reach 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
- Estate planning strategies
- Developing tax-advantaged investment strategies
- I have been with Thrivent Financial for 33 years.
I am married. I have 4 children.
I am a member of Good Shepherd Lutheran in Owatonna, MN.
In my spare time I enjoy
history and museums,
My team works together to put specialized services and financial guidance at your fingertips. As a team, we deliver comprehensive advice, which we monitor periodically to help you stay on track with your goals. We'll pull from all members of our team to provide expertise based on your needs and their specific area of focus. You'll receive personalized service—and something more—the support of our entire team of financial professionals.
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.