About Brady Zwiefelhofer

Specializing in retirement income planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself – and to share.


I am a Dave Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you. 

Neither Dave Ramsey nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.


My family and I love living in Wisconsin and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Chippewa Falls Kiwanis, Chippewa Valley After Hours Rotary, Chippewa Falls Elks, Hallie Optimist Club, and other great organizations across the Chippewa Valley.

Living Generously in the Chippewa Valley

  • Member, Bloomer Chamber of Commerce
  • Member, Chippewa Falls Chamber of Commerce
  • Thrivent Action Teams
  • Chippewa Falls Elks
  • Lake Hallie Optimist Club
  • Chippewa Falls Kiwanis

Education & Accomplishments

  • Master of Science in Financial Services - The American College of Financial Services
  • Bachelor Degree in Entrepreneurship and Sales - the University of Wisconsin-Eau Claire.
  • Life & Health Insurance Licenses
  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • CERTIFIED FINANCIAL PLANNER™ designation (CFP)
  • The Corporation for Long Term Care Certification (CLTC)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Fraternal Insurance Counselor (FIC)
  • Chartered Advisor in Philanthropy (CAP)
  • Accredited Estate Planner (AEP)
  • Retirement Income Certified Professional (RICP)
  • Certified Sales Student Certificate - the University Sales Center Alliance
  • Advanced Business Communication Certificate - UW Eau Claire
  • Information Systems Certificate - UW Eau Claire
  • International Business Certificate - UW Eau Claire
  • Leadership Certificate - UW Eau Claire

Chippewa Falls Office

Jessica Berg

Jessica Berg

In a life full of chaos, doubts and distractions, Jess has a passion for bringing peace, clarity and action to individuals on their financial journeys. Her diligence and cheerful spirit brighten our office as she assists us in making sure we meet the needs of our clients.  

Outside the office, she and her family raise beef cattle and chickens on their farm. Her friends and her family are her world, and she loves making new memories! 

Title

Financial Advisor

    Susie Reeck-Mathe

    Susie Reeck-Mathe

    Susie works wonders behind the scenes as our paraplanner. Her education includes Life & Health Insurance Licenses, FINRA Series 63 Uniform Securities Agent State Law Exam, and FINRA Series 6 Investment Company/Variable Products Limited Representative.

    When Susie is not working, you can find her painting, quilting, or stamping cards with her daughter. As a family, they love to spend time playing a variety of games which tend to get a little competitive. In the winter Susie and her husband enjoy snowshoeing and an annual trip to Montana snowmobiling with family and friends.

    Title

    Associate

      Linda Reeves

      Linda Reeves

      Linda Reeves brings to our team over 20 years of Office Professional and Training experience. She thrives in sharing what Thrivent has to offer and how we work with both our existing and prospective clients.

      With her years of dedicated experience with Thrivent and our clients, she is an asset to not only our team but many other Thrivent offices within the MidWest. 

       

      When she is not working, Linda enjoys spending time with her family and her grandchildren.

      She lives on a small hobby farm and enjoys the animals and gardening.

       

      Title

      Office Professional

      Phone
      715-510-0167
        Hannah Wahler

        Hannah Wahler

        When Hannah joined the team, she brought with her a passion for helping people, and a drive to make everyone's day a bit brighter. Her years of experience in Fraud Prevention helped her bring a unique perspective to the team, and her 6 years of experience in Health Insurance gives her some insight into the financial world. 

        Hannah cherishes her down time spent with her two kids, her fiancé, their two dogs, and their two cats. She loves to take the kids camping, fishing, and swimming. She also spends quality time working on cars and watching football with her fiancé, As a family they spend their time having bonfires, playing video games, disc golfing, and having dance parties. Family is Hannah's top priority, and she loves experiencing new things and tackling the world as a team!

        Title

        Office Professional

        Location

        Chippewa Falls Office