As the only Financial Advisor in Northwest Indiana to hold the Chartered Financial Analyst® designation*, Jason has over 10 years of experience specializing in portfolio consultation and investment risk management. He heads our investment research, manager selection and overall portfolio construction. *Source: CFA Member Directory, as of 11/19/2019.

As the CERTIFIED FINANCIAL PLANNER™ practitioner on the team, Jonathan works with our clients to create a plan that will help ensure our clients have a smooth transition into retirement. Much of his time is spent studying our industry's latest planning strategies to ensure our practice remains at the cutting edge.

Matt is the man behind the curtain when it comes to managing brokerage accounts and crunching the numbers that go into our planning. At some point each client's plan will cross his desk. He also serves as point person for investment questions when Jason is unavailable.

As client service manager, Jaime’s primary duty is to ensure clients have what they need when they need it. She has a great gift for organization and detail; which is essential in the work that we do. When our clients have a question- she will have the answer or connect them to the team member who does.

Kara is the first point of contact with our clients. She keeps our schedules running smooth and helps keep communication between the clients and the office, clear and open. Kara works at the front desk 2 days a week, greeting clients and managing phone calls. She has a Bachelor degree in Business Administration.

Jessica helps to run our office marketing campaigns as well as planning our events. She is detail oriented and works hard to make sure the Thrivent model is present through the entire client experience. Jessica works at the front desk 3 days a week, greeting clients and managing phone calls.