No matter what your goals, achieving them requires preparation and planning. I will 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. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.

Directed strategy and execution of operational aspects of 401k book of business for 400+ large, mid, and small market plans with several billion dollars in assets and varied participant count / complexity. Led daily operations and professional development of 5 group managers, 15 supervisors, 210 associates and $22M budget. Processed >1M transactions per year for clients including plan wide exchanges, salary contribution files, distributions, and loans in client administration, prospect meetings, transactions, and control.

Led strategic operations for ACD call center, supporting call and internet platforms. Supported clients ranging from core to preferred and high net worth retail and brokerage clients, averaging >1M calls per year for phone centers and >3M hits per year for internet platform. Oversaw 2 group managers, 15 supervisors and 200 inbound and outbound service associates with $20M budget and call centers regionally located in CO, MD, and FL for Retail Services, Brokerage and State of Alaska 529 and T. Rowe Price 529 plans.

Designed, built, and launched new revenue channel in partnership with peer on VP Executive Team. Formulated and executed strategic plans for Retail Sales call centers with >$10M annual budget. Oversaw daily work functions and project initiatives for department of 2 group managers, 10 supervisors and 115 ACD inbound / outbound sales associates in 3 sites in FL, MD and CO for Retail Mutual Funds, Brokerage and Advisory Services.