About Brady Zwiefelhofer

Specializing in retirement income planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about most. My goal is to help you reach a place where you feel like you have enough for yourself – and to share.


I am married to my beautiful wife Shannon, and we have two children that we adore! We love living in Wisconsin and enjoy supporting local philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Chippewa Falls Kiwanis, Chippewa Falls Elks, Lake Hallie Optimist Club, Chippewa Falls Rotary Club and other great organizations across the Chippewa Valley.

Living Generously in the Chippewa Valley

  • Member, Bloomer Chamber of Commerce
  • Member, Chippewa Falls Chamber of Commerce
  • Thrivent Action Teams
  • Chippewa Falls Elks
  • Lake Hallie Optimist Club
  • Chippewa Falls Kiwanis
  • BNI - Dream Team
  • Chippewa Falls Rotary Club

Education & Accomplishments

  • Master of Science in Financial Services - The American College of Financial Services
  • Bachelor Degree in Entrepreneurship and Sales - the University of Wisconsin-Eau Claire.
  • Life & Health Insurance Licenses
  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • CERTIFIED FINANCIAL PLANNER™ designation (CFP)
  • The Corporation for Long Term Care Certification (CLTC)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Fraternal Insurance Counselor (FIC)
  • Chartered Advisor in Philanthropy (CAP)
  • Accredited Estate Planner (AEP)
  • Retirement Income Certified Professional (RICP)
  • Behavioral Financial Advisor (BFA)
  • Master of Science in Financial Services (MSFS)
  • Certified Divorce Financial Analyst (CDFA)
  • Accredited Asset Management Specialist (AAMS)
  • Chartered Retirement Planning Counselor (CRPC)
  • Certified Sales Student Certificate - the University Sales Center Alliance
  • Advanced Business Communication Certificate - UW Eau Claire
  • Information Systems Certificate - UW Eau Claire
  • International Business Certificate - UW Eau Claire
  • Leadership Certificate - UW Eau Claire

Chippewa Falls Office

Sterling Point Group

Sterling Point Group

Title

Team Practice

Website
https://connect.thrivent.com/sterling-point-group
    Jessica Berg

    Jessica Berg

    In a life full of chaos, doubts and distractions, Jess has a passion for bringing peace, clarity and action to individuals on their financial journeys. Her diligence and cheerful spirit brighten our office as she assists us in making sure we meet the needs of our clients.  

    Outside the office, she and her family raise beef cattle and chickens on their farm. Her friends and her family are her world, and she loves making new memories! 

    Title

    Financial Advisor

    Location

    Osseo Office

    Phone
    715-533-4795
      Susie Reeck-Mathe

      Susie Reeck-Mathe

      Susie works wonders behind the scenes as our paraplanner. Her education includes Life & Health Insurance Licenses, FINRA Series 63 Uniform Securities Agent State Law Exam, and FINRA Series 6 Investment Company/Variable Products Limited Representative.

      When Susie is not working, you can find her painting, quilting, or stamping cards with her daughter. As a family, they love to spend time playing a variety of games which tend to get a little competitive. In the winter Susie and her husband enjoy snowshoeing and an annual trip to Montana snowmobiling with family and friends.

      Title

      Associate

        Linda Reeves

        Linda Reeves

        Linda Reeves brings to our team over 20 years of Office Professional and Training experience. She thrives in sharing what Thrivent has to offer and how we work with both our existing and prospective clients.

        With her years of dedicated experience with Thrivent and our clients, she is an asset to not only our team but many other Thrivent offices within the MidWest. 

         

        When she is not working, Linda enjoys spending time with her family and her grandchildren.

        She lives on a small hobby farm and enjoys the animals and gardening.

         

        Title

        Office Professional

        Phone
        715-510-0167
          Hannah Wahler

          Hannah Wahler

          When Hannah joined the team, she brought with her a passion for helping people, and a drive to make everyone's day a bit brighter. Her years of experience in Fraud Prevention helped her bring a unique perspective to the team, and her 6 years of experience in Health Insurance gives her some insight into the financial world. 


          Hannah cherishes her down time spent with her two kids, their two dogs, and three cats. She loves to spend time outdoors with her kids as much as possible, be it having bonfires, going camping, fishing, kayaking, or swimming. She is also an avid disc golfer, and spends as much time as she can with her kids out on the great courses our community offers! In the colder months, Hannah enjoys family movie and game nights, and doing crafts. Faith and family is Hannah's top priority, she loves experiencing new things and tackling the world as a team!

          Title

          Office Professional

          Location

          Chippewa Falls Office

          Phone
          715-514-1540