How I Help Families Prepare and Protect
Every family’s situation is different, but the goal is the same: protecting what matters most while planning for the future with confidence. Together, we build a thoughtful game plan designed to support your family through every stage of life.
Life Insurance
Life insurance can be more than a safety net. When used thoughtfully, it can help protect your loved ones, support long-term goals, and provide flexibility as life changes. We’ll explore how life insurance fits into your overall strategy and strengthens your family’s financial defense.
Investments
From mutual funds and annuities that provide lifetime income to managing stocks and bonds, I help families choose investment strategies that align with their goals. Whether you are saving for college, retirement, future purchases, or saving up tickets for the big game; we’ll build an approach that balances growth and protection so you can move forward with confidence.
Tax Efficiency Strategies
Tax rules are always evolving. While your tax advisor focuses on filing for the current year, my role is to help evaluate strategies that can reduce the IRS’s long-term impact. Together, we work to keep more of your assets positioned to support your family and your goals.
Long-Term Care Insurance
No one wants to place an unexpected burden on their family. Long-term care planning helps protect savings, income, and legacy goals while ensuring care needs are met. I work alongside specialists to guide you through options and help you select coverage that fits your situation.
Charitable Giving and Legacy Strategies
Through Thrivent Charitable, you can support the causes that matter most to you while maintaining flexibility and control. I help families design giving and legacy strategies that reflect their values, protect heirs, and ensure generosity remains part of the plan.
Trust Management
Thrivent Trust Company is a valuable resource that can help manage assets and serve as an executor, ensuring your wishes are carried out clearly and efficiently. Trust-managed accounts also allow for professional investment management while keeping your values at the center of decision-making.
Income Protection
If illness or injury prevents you from working, income protection strategies can help keep your family financially stable. Together, we explore solutions designed to replace a portion of lost income so your household can stay on solid ground during life’s unexpected moments.
Educational Webinars
The financial world changes quickly, and staying informed helps families make confident decisions. Through educational webinars, market updates, and guest speakers, I provide opportunities to learn, ask questions, and stay prepared as strategies and opportunities evolve.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
