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 a Ramsey SmartVestor Pro and am honored to be part of their network of financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
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
Meet My Team
Chippewa Falls Office
Anna Morrison
Teaching runs in Anna’s family – her grandparents were both lifelong educators in MN/WI. She initially started her career in Tempe, AZ as a Lutheran school teacher, but then a move to Fort Worth, TX in 2014 brought about the opportunity to pursue a career in financial services with Fidelity Investments. After almost a decade with Fidelity, she is grateful that her role at Thrivent now gives her the opportunity to be a patient and knowledgeable financial educator. Anna truly believes that with the right tools and financial partnership everyone can confidently navigate life’s financial journey, reduce their stress around finances and honor God with the talents they’ve been given.
Outside of work, Anna is married to her wonderful husband Jacob who keeps their household running smoothly with their four children. They enjoy going to the Children’s Museum, hiking, biking, and spending time exploring the natural beauty in and around the Chippewa Falls area.
- Title
Associate Representative
- Location
Chippewa Falls Office
- Phone
- 715-514-1540
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 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 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
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, her fiancé, their two dogs, and their three cats. She loves to take the kids camping, fishing, and swimming. She also spends quality time working on cars and watching football with her fiancé. As a family they spend their time having bonfires, playing video games, disc golfing, and splashing around in the pool. Family is Hannah's top priority, and she loves experiencing new things and tackling the world as a team!
- Title
Office Professional
- Location
Chippewa Falls Office
- Phone
- 715-514-1540