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.
Meet Our Team
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
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
- 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
- Title
Sr Field Practice Solutions Specialist LIC
- Location
Remote - Wisconsin
- Phone
- 920-628-4720
Kyle Bartelt
- Title
Adv Field Practice Solutions Specialist LIC
- Location
Remote - Wisconsin
- Phone
- 920-628-4720
Genie McGee
- Title
Field Practice Solutions Specialist LIC
- Location
Remote - Texas (Dallas/Fort Worth/Arlington Metro)
- Phone
- 920-628-4720
Tyler Samuel
- Title
Field Practice Solutions Specialist LIC
- Location
Remote - Louisiana
- Phone
- 920-628-4720