Our Story
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 CarlisleWealth AdvisorMBA, CFP®, FIC
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Dave Carlisle
Dave CarlisleFinancial AdvisorFIC
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Bryan Zimmerling
Bryan ZimmerlingFinancial Advisor
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Kyle  Bartelt
Kyle BarteltSr Field Practice Solutions Specialist LIC
Tyler Samuel
Tyler SamuelField Practice Solutions Specialist LIC
Whitney Kruepke
Whitney KruepkeField Practice Solutions Specialist UNL
Trent  Strietelmeier
Trent StrietelmeierField Practice Solutions Specialist LIC
Jamaal Nix
Jamaal NixField Practice Solutions Specialist UNL

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Filoli - Where the Holidays Shine Brighter image

Filoli - Where the Holidays Shine Brighter

Dec 1, 2026, 1:00 AM UTC
86 Cañada Rd Woodside, CA 94062 | Filoli Historic House & Garden
Join Thrivent for a special day at Filoli Historic House & Garden, where breathtaking gardens, a beautifully preserved historic estate, and seasonal displays create a memorable experience for guests of all ages. Explore the stunning grounds, discover the rich history of this treasured destination, and enjoy a relaxing and inspiring visit with family and friends.Disclosure: No products will be sold.
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Office Location
Pleasanton Location
7011 Koll Center Parkway, #190
Pleasanton, CA 94566
Phone925-400-4006Fax877-809-7319Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 925-400-4006

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.