I’m a financial professional with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen. Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge and experience.
- Bonds & Fixed Income
- Business Planning
- Education Savings
- Life Insurance
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Advantaged Investments
Certified College Planning Specialist
Fraternal Insurance Counselor
Masters of Business Administration
Financial Consultant - Stonebridge Group
University of St. Thomas
Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial. Fee-based investment advisory services are available through qualified investment advisor representatives only.