I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesToday, it's common to have multiple financial goals and concerns. That's why I take a broad-based approach to serving members. It's important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a values-based approach to preparing for your financial future.I am licensed to do business in WI and MN.SummaryI’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. SpecialtiesAsset allocationRetirement strategiesRetirement accumulation strategiesRetirement distribution strategiesInvestment strategiesRisk managementEducation fundingLegacy strategiesEstate strategiesCharitable strategiesI enjoy representing a company like Thrivent Financial which is financially strong and ethically focused. Helping clients improve their financial positions and providing protection against life's uncertainties is very rewarding.For important disclosure information, visit thrivent.com/disclosures.