Our team
Expertise: Investment Management
Sam began his Thrivent career in 2012 and worked on Wall Street for 16 years before joining our organization. He specializes in investment management and has a bachelor’s degree in economics from Trinity College.
Sam has been married since 2005 and has three children: Max, Talia and Carter. He volunteers for St. Francis Hospital in Harford, Connecticut, Hartford Healthcare and Children’s International. Outside of work, he enjoys spending time with his family, playing tennis and serving as a leader at his church.
About Sam Chang
Expertise: Investment Management
Sam began his Thrivent career in 2012 and worked on Wall Street for 16 years before joining our organization. He specializes in investment management and has a bachelor’s degree in economics from Trinity College.
Sam has been married since 2005 and has three children: Max, Talia and Carter. He volunteers for St. Francis Hospital in Harford, Connecticut, Hartford Healthcare and Children’s International. Outside of work, he enjoys spending time with his family, playing tennis and serving as a leader at his church.
Expertise: Legacy and Protection Planning
Kathy began working at Thrivent in 2018 and specializes in legacy and protection planning. She is a member of the Million Dollar Round Table. Kathy graduated from Indiana Wesleyan University with a degree in business.
Outside of work, Kathy is a board member for Junior Achievement of Northeast Indiana. She and her husband, Brian, love spending time with family, which includes their son, Morgan, daughter, Madelyn, son-in-law, Caleb, and grandsons, Jackson and Cooper. Kathy’s hobbies include singing, playing piano and going on riding trips with her family.
Book a consult with Kathy Crager
*Million Dollar Round Table is an association of more than 62,000 of the world's leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
About Kathy Crager
Expertise: Legacy and Protection Planning
Kathy began working at Thrivent in 2018 and specializes in legacy and protection planning. She is a member of the Million Dollar Round Table. Kathy graduated from Indiana Wesleyan University with a degree in business.
Outside of work, Kathy is a board member for Junior Achievement of Northeast Indiana. She and her husband, Brian, love spending time with family, which includes their son, Morgan, daughter, Madelyn, son-in-law, Caleb, and grandsons, Jackson and Cooper. Kathy’s hobbies include singing, playing piano and going on riding trips with her family.
Book a consult with Kathy Crager
*Million Dollar Round Table is an association of more than 62,000 of the world's leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
Expertise: Retirement Income and Tax Planning
Soren joined Thrivent in 2005 and specializes in retirement income and tax planning. He a member of the Million Dollar Round Table, which is an association of more than 62,000 of the world's leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. .
Outside of work, Soren serves in a leadership position for the Lutheran Church of the Good Shepherd Endowment Fund. He also enjoys Brazilian Jui Jitsu, woodworking, working on his project car, mountain biking and hiking.
*Although Soren is not a member of Capitol Region Group, he partners with the team with retirement income planning joint field work. To learn more about Soren, please visit his website at: https://connect.thrivent.com/soren-lancaster/.
About Soren Lancaster
Expertise: Retirement Income and Tax Planning
Soren joined Thrivent in 2005 and specializes in retirement income and tax planning. He a member of the Million Dollar Round Table, which is an association of more than 62,000 of the world's leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. .
Outside of work, Soren serves in a leadership position for the Lutheran Church of the Good Shepherd Endowment Fund. He also enjoys Brazilian Jui Jitsu, woodworking, working on his project car, mountain biking and hiking.
*Although Soren is not a member of Capitol Region Group, he partners with the team with retirement income planning joint field work. To learn more about Soren, please visit his website at: https://connect.thrivent.com/soren-lancaster/.
Expertise: Special Needs Planning
Hannah started working for Thrivent in 2012, and her area of expertise is special needs planning. She holds a bachelor’s degree from the University of Akron.
Hannah is the co-chair of Kids First Medina, chair of Accessible to Everyone and founder of HKMagrum Consulting. She and her husband, Thomas, have three children: Odin, Corbin and Adeline. In her free time, Hannah enjoys reading, volunteering for the school district and disability advocacy.
*Although Hannah is not a member of Capitol Region Group, she partners with the team with special needs planning joint field work. To learn more about Hannah, please visit her website at: https://connect.thrivent.com/hannah-magrum/.
About Hannah Magrum
Expertise: Special Needs Planning
Hannah started working for Thrivent in 2012, and her area of expertise is special needs planning. She holds a bachelor’s degree from the University of Akron.
Hannah is the co-chair of Kids First Medina, chair of Accessible to Everyone and founder of HKMagrum Consulting. She and her husband, Thomas, have three children: Odin, Corbin and Adeline. In her free time, Hannah enjoys reading, volunteering for the school district and disability advocacy.
*Although Hannah is not a member of Capitol Region Group, she partners with the team with special needs planning joint field work. To learn more about Hannah, please visit her website at: https://connect.thrivent.com/hannah-magrum/.
Expertise: Client Engagement
Cindy began working at Thrivent in 2022 and specializes in client engagement. She has had her own business since 2000 and has worked at her church for many years in various capacities. Cindy also volunteers for her granddaughter’s Girl Scout Troop and cheerleading team. In addition, she supports the food pantries in her community.
In her spare time, Cindy enjoys hiking, exercising and reading. She has been married for 28 years and has three adult children, three grandchildren and five cats.
About Cindy Clark
Expertise: Client Engagement
Cindy began working at Thrivent in 2022 and specializes in client engagement. She has had her own business since 2000 and has worked at her church for many years in various capacities. Cindy also volunteers for her granddaughter’s Girl Scout Troop and cheerleading team. In addition, she supports the food pantries in her community.
In her spare time, Cindy enjoys hiking, exercising and reading. She has been married for 28 years and has three adult children, three grandchildren and five cats.
Expertise: Client Care
Kelly joined Thrivent in 2024 and specializes in client care. She has an associate’s degree in paralegal studies and 30 years of experience as a paralegal in civil and criminal law.
Kelly is married to Matt and has three bonus children: Kastin (26), Kalen (24) and Kyle (20). She also has two pug dogs named Charlie and Lainey. In addition to attending Waterville Community Church, Kelly enjoys spending time with her family and dogs, reading and traveling.
About Kelly Kelly
Expertise: Client Care
Kelly joined Thrivent in 2024 and specializes in client care. She has an associate’s degree in paralegal studies and 30 years of experience as a paralegal in civil and criminal law.
Kelly is married to Matt and has three bonus children: Kastin (26), Kalen (24) and Kyle (20). She also has two pug dogs named Charlie and Lainey. In addition to attending Waterville Community Church, Kelly enjoys spending time with her family and dogs, reading and traveling.
Expertise: Digital Marketing Integration
Whitney joined Thrivent in 2016 and specializes in digital marketing integration. She received her Bachelor of Arts degree in 2016 from Ohio State University and her MBA from the University of Findlay in 2018.
Whitney and her husband, Ryan, married in 2022 and welcomed their son, Boone Edward, in April 2024. They also have a three-year-old English cream golden retriever named Memphis Belle. When she’s not at work, Whitney enjoys spending time with family and friends, competitively showing quarter horses and participating in Peloton fitness activities.
About Whitney Small
Expertise: Digital Marketing Integration
Whitney joined Thrivent in 2016 and specializes in digital marketing integration. She received her Bachelor of Arts degree in 2016 from Ohio State University and her MBA from the University of Findlay in 2018.
Whitney and her husband, Ryan, married in 2022 and welcomed their son, Boone Edward, in April 2024. They also have a three-year-old English cream golden retriever named Memphis Belle. When she’s not at work, Whitney enjoys spending time with family and friends, competitively showing quarter horses and participating in Peloton fitness activities.