Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our story
For more than 30 years, we have been working to help simplify people's financial lives and maximize their opportunities. We believe success is the result of us working together to offer holistic planning, advice and consistent execution. After getting to know you and your goals, we provide clarity for the vision of your financial future and legacy, and help you get there.
Our team
How we work with you
Our approach integrates your objectives into a personalized roadmap that grows and changes as your needs and goals do. We develop customized solutions across these key areas: Helping to strengthen your financial position, protect your financial future, accumulate wealth, explore more tax-efficient ways to manage your money, plan for a long-term care event, save and prepare for income in retirement, turn those savings into a solid retirement income strategy, and pass on a meaningful legacy.
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2025-10-01T02:00:00
Josh Linkner - Big Little Breakthroughs
What sets bold innovators apart?
The pressure to generate big ideas can feel overwhelming, whether its in our professional or personal life. When it comes to achieving our goals, we often freeze up.
Join Josh Linkner, New York Times bestselling author and globally recognized innovation expert as he shares the habits, and tactics of the world’s most prolific artists, business titans, and entrepreneurs, and teaches us a simple system to help everyday people become everyday innovators from his book Big Little Breakthroughs
No products will be sold.
Josh Linkner is not affiliated with or endorsed by Thrivent. The views expressed in this presentation are her own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, see thrivent.com/social.
2025-10-02T18:00:00
What You Need to Know About the Housing Allowance
The minister’s housing allowance is a unique, complex element of ministerial compensation that can provide a significant benefit for qualifying employees.
Join Thrivent along with Chris Purnell, Partner and Tax Counsel at CapinCrouse for essential insights including:
• How the minister’s housing allowance works?
• Who qualifies?
• How to properly designate and report it?
• And more.
We’ll also discuss the requirements, common issues to avoid and considerations for retired ministers.
Registration required.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
Celebrating 20 years of Thrivent Asset Allocation Funds
Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.
Office information
Operating Hours:
Monday through Friday: 9 a.m. to 5 p.m.