About Andrew Mortenson

I believe everything we have is from the Lord and we are called to be stewards of what we are blessed with. Your money goes to three places: the people you care about, the causes you care about, and the IRS. I believe that the people and causes you care about are better stewards of your resources than the IRS. We specialize in creating tax efficient retirement, estate, and charitable strategies that address top concerns of retirees, such as: How do I make sure I don't outlive my money? How will we protect our family and assets from the potential of high healthcare costs in retirement? Once these and other concerns are addressed, we help our clients create a legacy plan that inspires them. We ask questions like: How do we pass on not only our assets, but also our values? We partner with many charities including: Habitat for Humanity Washington & Dodge Counties, The Boys and Girls Club of Washington County, Family Promise, The Volunteer Center, and Living Hope.

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

West Bend Office

COR Financial Group

COR Financial Group

Title

Team Practice

Website
https://connect.thrivent.com/cor-financial-group
    Peter Go

    Peter Go

    Title

    Financial Advisor

    Phone
    (262) 247-2494
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