Wealth Advisor
.Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
Rebecca Lewis started as Andrew's Office Professional in 2016. Rebecca is now a licensed Insurance Associate and our Office Manager. Anne Arias started as Andrew's Office Professional in 2021. Rebecca and Anne work together behind the scenes to make your financial journey as seamless as possible.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Advisor in Philanthropy®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #4380521)
- Colorado
- Florida
- Illinois
- Indiana
- Kansas
- Massachusetts
- Michigan
- Missouri
- Nevada
- North Carolina
- Texas
Insights
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
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Time for a career refresh?
The virtual advice role at Thrivent serves as a launching pad for your financial services career.
You get paid training, structured development and hands-on experience that sets you up for long-term success as a financial advisor.
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Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
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#CareerChange #FinancialServices #FinancialAdvisor
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.