At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. My specific focus is retirement and college planning. I am a Certified College Planning Specialist who assists parents in finding other money to pay for college. I offer free online college planning workshops for students and parents. The Lake Country Group office is located on the second floor of the Waukesha State Bank in Oconomowoc @ 1227 Corporate Center Dr, Ste 205. Please visit my website @: or call (262) 567-2940. Initial consultations are free. We can talk on the phone about your needs, meet face-to-face in the office or set up a virtual zoom meeting.

What is the story behind your business or how it got started?
As a retired Coast Guard Officer and Search & Rescue Pilot I’ve spent my life helping others. My favorite part of the job was helping people. I frequently rescued people who were not prepared for the weather or ocean they navigated. I also, advised and helped prepare military members on how to be wise with their money and live on a budget. Both roles taught me the value of planning. I was also drawn to Thrivent as it is a faith-based company and At Thrivent we help people achieve financial clarity, enabling lives full of meaning and gratitude.

What is your favorite thing about being a business in the Lake Country Area?
I love being a part of a business that gives back to the community. You may have seen the “Live Generously” t-shirts throughout town. Thrivent gives these shirts to volunteers after members bring their passions to life helping the community. It’s such a blessing to be able to give back.

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