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
CA Insurance Lic. #0J10838 ,
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, NV, OR,
Website
https://connect.thrivent.com/bryan-zimmerling
Phone
925-400-4006
Victor Wong

Victor Wong

Title

Associate

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