Approach Path Financial Advisors | Thrivent

Approach Path Financial Advisors mission banner image

At Approach Path Financial Advisors, our mission is to help you make wise financial decisions.

our team

Let's put your plans in motion

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

Our Mission

Our mission at Approach Path Financial Advisors is simple:

help people feel confident about their financial decisions—today and in the future.

We believe good financial guidance starts with listening, continuing education on knowledge of services and products, and works best when the clients feel guided every step of the way. While helping clients gain confidence and clarity in their financial lives by providing guidance aligned with their goals and values. As a team, the practice focuses on building trusted relationships, fostering informed decision‑making, and supporting clients through every stage of their financial journey.

We approach our work with professionalism, a healthy sense of perspective, and proudly servicing with care, integrity, and a genuine passion for helping people move forward with clarity and purpose.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 253-218-3771

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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.