Our team

Martin joined Thrivent in 1996 and has been honing his skills ever since. His primary area of focus and expertise is dedicated planning services, which involves creating and implementing strategies to help clients work toward their goals no matter what phase of life they are in. He accomplishes this by conducting an extensive analysis of his clients’ current situations, needs, goals and values, and then delivering thoughtful, comprehensive written recommendations. Periodic meetings help clients stay on track.  

Shawn has been serving Thrivent clients since 2015 with a focus on product solutions. He works with clients to help craft strategies for income protection should a disability, need for extended care or premature death occur. In addition, Shawn assists clients with mutual fund investing and helps those nearing or in retirement create secure income strategies.   

Amy has been serving Dulles Group clients since 2016 and brings 12 years of experience in the retirement and investments industry to our team. Her primary area of focus is investment management, and she is the lead on the Thrivent Advisor Guided program. Amy handles the research, due diligence, security selection and model portfolio design. In addition, she is happy to help our clients and answer their investment questions.  

Lorrie joined Dulles Group in 2016. She currently supports Martin and is the point of contact for his clients who use our dedicated planning services. Lorrie helps support clients by corresponding with them to schedule appointments, gather data and complete forms and contracts. She also tracks meetings and contract requirements, analyzes cases and monitors the dedicated planning process to help make it a seamless experience. 

Kim was a Dulles Group client before she joined our team in 2015. Kim supports our director of investment operations and manages our office and the client experience. She also spearheads our marketing efforts and plans and coordinates events for prospective and current clients. 

Sara joined the Dulles Group in 2015. She is an experienced Office Professional and with her knowledge in schedule management, Sara has been an asset to the team. She provides administrative support for our product based solutions along with training new administrative personnel.

Doreen joined Dulles Group in 2023 and has 37 years of entrepreneurship and sales experience. She previously worked as a government statistician, sales account executive, successful business owner and a leader for multiple ministries. Doreen is passionate about helping people achieve financial clarity and sense of reassurance so they can live lives full of purpose and gratitude.

Anna joined the Dulles Group in 2023 as an Office Professional and brings with her 20 years of human resource and administrative management experience. She provides administrative support for our product based solutions along with support for our dedicated planning services.