Called By God to Help Retirees & Pre-Retires By Providing Financial Clarity to Those Who Seek to Pursue Lifelong Dreams
I firmly believe that I was called by God - as part of my Christian faith - to provide financial clarity to those with lifelong dreams. The right guidance can help get you there - while supporting the people and causes you care about. Driven by my goals and values, I'll draw on my industry experience to help you map out a path to a more secure financial future.
I have proudly served as a Financial Consultant with Thrivent since 2016. I specialize in retirement income planning, goal planning, life insurance, and investments.
I currently serve as President of the Mason City - River City Sunrise Rotary Club, a member of the St. James Lutheran Church council, and as a member of Women United. In 2018 I was honored with Rotarian of the Year and in 2020 with the vocational Service Award. I support the Mason City Family YMCA, United Way of North Central Iowa, North Iowa Youth for Christ, Crisis Intervention Services, and Habitat for Humanity of North Central Iowa.
If you are ready to develop your personalized financial strategy, contact me!
Meet My Team
Olivia McLuckie
Olivia serves as the Insurance Office Professional for Heart of the Midwest Group. She has been a valuable member of the team since 2019. She and her husband Alex got married in 2024. They are pet lovers and adore their dog (Reba) and cat (Pebbles). They live in Clear Lake and attend River City Church. You can catch Olivia on the pickleball court in her free time. She even served on the Mason City Pickleball Board.
- Title
Insurance Office Professional
- Phone
- 641-423-1533
Sarah Bogema
Sarah is an Office Professional for Heart of the Midwest Group since 2024. She enjoys spending time with her husband and daughter. On her weekends, Sarah is frequently camping or enjoying the day walking her dog.
- Title
Office Professional
Heart of the Midwest Group
- Title
Team Practice
- Website
- https://connect.thrivent.com/heart-of-the-midwest-group