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, IL, KS, MN, MT, NC, NV, NY, 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 , CO, FL, ID, IL, KS, NC, 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 , CO, FL, ID, IL, KS, NC, NV, OR,
Website
https://connect.thrivent.com/bryan-zimmerling
Phone
925-400-4006
Sharron Affeldt

Sharron Affeldt

Title

Sr Field Practice Solutions Specialist LIC

Location

Remote - Wisconsin

Phone
920-628-4720
    Kyle Bartelt

    Kyle Bartelt

    Title

    Adv Field Practice Solutions Specialist LIC

    Location

    Remote - Wisconsin

    Phone
    920-628-4720
      Genie McGee

      Genie McGee

      Title

      Field Practice Solutions Specialist LIC

      Location

      Remote - Texas (Dallas/Fort Worth/Arlington Metro)

      Phone
      920-628-4720
        Tyler Samuel

        Tyler Samuel

        Title

        Field Practice Solutions Specialist LIC

        Location

        Remote - Louisiana

        Phone
        920-628-4720
          Whitney Kruepke

          Whitney Kruepke

          Title

          Field Practice Solutions Specialist UNL

          Location

          Remote - Texas

          Phone
          920-628-4720