We manage relationships through fee-based planning services, wealth management, and/or needs based solutions to help meet our clients’ needs. 

We have specialties in a variety of planning areas such as wealth accumulation, retirement, and income distribution planning, investing with a tax perspective, charitable giving solutions, estate planning and much more. 


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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.