Thrivent Financial

About Us

I work with a wide variety of clients and particularly enjoy serving the LGBTQ+ community, non-profits and their executive teams, and women in life and career transitions. I focus on investment advice, insurance solutions, and tax planning, plus not only saving FOR retirement but spending IN retirement.

I have been a CERTIFIED FINANCIAL PLANNER™ since 2018 and a practicing advisor since 2015. Before being immersed in all things personal finance, I acquired a B.A. in religious studies from DePaul University and an M.S. in journalism from Northwestern University.

My wife and I live in neighboring Lincoln Square and visit Andersonville often to shop and to eat at some of our favorite restaurants. In our spare time, we do a lot of bicycling and enjoy going to the theatre and concerts, cooking together, watching cooking shows with our cat, and visiting breweries. Our own financial plan includes a hearty travel budget.

My goals for all of my clients are clarity on the path forward and increased peace of mind. I will work with you to:

--discern your goals
--align those goals with your values
--see your opportunities
--make great financial decisions

Areas we will cover are:

--Retirement savings planning (what to do before you retire)
--Retirement income planning (what to do after you retire)
--Investment management
--Navigating life transitions
--Protecting you and your family from the impact of death, disability, & extended care

I look forward to connecting!