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 graduated with a Bachelor of Arts in Economics from Northwestern University in Evanston, IL
I am married.
I am a member of Faith Lutheran Church in Lake Forest, IL.
In my spare time I enjoy
history and museums,
I enjoy volunteering with
Illinois Junior Chamber and
Boy Scouts of America.
My team is structured to allow you to work primarily with one financial representative. This gives you the opportunity to build a long-term relationship with someone you'll come to know and respect. However, I want you to know I'll have access to the combined experience and expertise of other representatives on my team. The result is a more in-depth level of service that ensures your specific financial concerns and goals are addressed.
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.