About Carlisle Financial Group

We're proud to be Thrivent financial advisors. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.

Raymond Carlisle

Raymond Carlisle

MBA, CFP®, FIC

Title

Wealth Advisor

State(s) Licensed
AZ, CA Insurance Lic. #0C20178 , CO, FL, ID, KS, MN, MT, NC, NV, NY, OR, TX,
Website
https://connect.thrivent.com/ray-carlisle
Phone
925-400-4006
Dave Carlisle

Dave Carlisle

FIC, CLTC®

Title

Financial Advisor

State(s) Licensed
AZ, CA Insurance Lic. #0J10838 , FL, ID, KS, NV, OR,
Website
https://connect.thrivent.com/dave-carlisle
Phone
925-400-4006
Bryan Zimmerling

Bryan Zimmerling

Title

Financial Advisor

State(s) Licensed
AZ, CA Insurance Lic. #4100043 , FL, ID, KS, NV, OR,
Website
https://connect.thrivent.com/bryan-zimmerling
Phone
925-400-4006
Sharron Scott

Sharron Scott

Title

Senior Practice Support Specialist LIC

Location

Remote Support Staff - WI

Phone
920-628-4720
    Theodore Kary

    Theodore Kary

    Title

    Advanced Practice Support Specialist LIC

    Location

    Remote Support Staff - WI

    Phone
    920-628-4720
      Jessica Cameron

      Jessica Cameron

      Title

      Practice Support Specialist - LIC

      Location

      Remote Support Staff - PA

      Phone
      920-628-4720
        Whitney Kruepke

        Whitney Kruepke

        Title

        Practice Support Specialist UNL

        Location

        Remote Support Staff - WI

        Phone
        920-628-4720