At Thrivent Financial, I work with individuals and business owners to establish a strategy for personal financial management. I assist clients with respect to investments, mutual funds, and managed accounts. I can help you and your family create a strategy that helps you face your financial future with greater clarity.
How Business Creates Value:
TEAM Referral Network is comprised of busy professionals who are in constant entreprenurial mode. I can help them, and those whom they know, like and admire.build and implement a strategy for their financial needs..
How Member Creates Value:
I have a very, very large network including churches, clubs, business connections and political connections. I can refer community members to virtually all other TEAM members.
How I Can Help
I'm very knowledgeable in retirement vehicles, helping with financial strategies and overall financial guidance. I specialize in working with business owners and exit planning.
Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 2756525-100219