I’ve been in the Financial Services industry for over eleven years and have truly enjoyed working with clients to achieve their financial goals through proper accumulation & distribution planning strategies.
My roots were established with Thrivent Financial in September of 2007. I’ve always aspired to become an independent advisor and after extensive diligence, I’ve heeded the call. I’m thrilled to join forces with this competent, forthright, successful and established practice run by John and team at Kadletz Wealth.
Wealth advisement teamed with overall financial planning is crucial for anyone’s complete financial well-being. We want to help guide you through all the facets of your life, be it saving for financial independence and/or another goal, making sure you’re protecting what you’ve worked so hard to get or to shepherd you in the right direction when you’ve got questions regarding tax, legal or other matters. We’ll celebrate with you at milestones and we’ll be your advocate always.
I regularly volunteer with Habitat for Humanity and have led numerous builds abroad. I currently serve on the Heart of the Valley YMCA Board and have held board/council positions with various organizations.
I’ve successfully obtained the Certified Financial Planner, CFP ® designation as well as the Retirement Income Certified Professional, RICP ®.
We truly look forward to being a resource for you now and well into the future!