About Andrew Mortenson
Education & Accomplishments
Andrew has been in the financial services industry since 2008. His focus is on directing our clients’ money to the people and causes they care about instead of the IRS. He is a member of the Million Dollar Round Table’s Top of the Table, and has qualified each of the last 5 years.* Andrew is one of only 42 advisors to be inducted into the Thrivent Charitable Hall of Honor, and is the youngest inductee in Thrivent’s history.* Andrew believes strongly in collaboration and knows he would not have achieved his success without his family, teammates, and mentors. His mission is to inspire clients and other financial advisors to join him in creating a billion dollar impact for charities.
*As of October 2021
MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge. Thrivent Charitable Impact & Investing™ Community Foundation recognized Financial Professionals who devoted extra effort in facilitating charitable gifts to the foundation. More information can be found at thriventcharitable.com.
Meet My Team
West Bend Office
Mary joined Thrivent and has been Andrew’s business partner since December of 2013. She is licensed in Life and Health. Mary is responsible for organizing, coordinating, and supervising all business operations, ensuring everything runs smoothly. Mary is the point person for all events and oversees client relations. Prior to working at Thrivent, Mary worked in the medical field for 14 years at Aurora and St. Joseph’s Froedtert Hospital. In her free time, she enjoys spending time with her husband, three daughters, their husbands, and her four grandchildren.
- (262) 247-2494