Zach began his career in Financial Planning in 2020 and manages our Missoula Office. He has a degree in Finance and holds designations in Retirement Income Planning and Behavioral Financial Advising. His favorite part of the job is being a part of so many lives and spurring clients on to live more purposeful and generous lives. His hobbies include hiking, sports (Especially Vikings Football), and spending time with his wife Anna, daughter Avery, and their golden retrievers Moose and Macy.

Pete joined the financial world in 1999 with American Express Financial Advisors. Since then, he has worked with Northwestern Mutual, and eventually made his way to Thrivent in 2020 where he now manages our Kalispell office. Pete thrives in making deep and meaningful connections with clients and helping individuals find confidence in their financial journey. After work, you can find Pete helping his wife Stephanie run her bookstore, spending time with their 7 beautiful children, or watching Raider games.   

Lisa joined our team in 2023 as the Operations Manager. She has over 30 years of experience in the financial industry and currently works out of our office in Kalispell. She ensures applications, DocuSign's, and client transactions our completed in a timely and efficient manner. When she is not at work, Lisa enjoys going out on their boat, taking Pilates classes, and spending as much time with family and friends as possible.  

Auna joined our team in 2025 as an office professional, and works out of our Missoula office. She handles all things phones, scheduling, and client communications. She enjoys hanging out with friends, family, and being outdoors.