the Myers

We're glad you're here

Whether you heard about Thrivent from someone you know or you’re looking for a local financial advisor, we’re glad you’re here. That’s because we’re here to help empower you to confidently live the life you want in alignment with your goals and values.

Team Intro

We're glad you're here

Whether you heard about Thrivent from someone you know or you’re looking for a local financial advisor, we’re glad you’re here. That’s because we’re here to help empower you to confidently live the life you want in alignment with your goals and values.

Our story

We believe your story matters

Yes, yours! We get it, talking about finances can be overwhelming. We're here to put you at ease—no matter what stage of life you're in. Whether you need help establishing better budgeting habits, planning for retirement, building your business, learning about responsible investment strategies or navigating a complex estate plan, we're committed to providing personalized, transparent financial advice that's grounded in integrity.

Two men and one woman sitting at a table in an office

Our team

Dan Myers

CFP®, FIC, RICP®

Wealth Advisor

Courtney Myers

BFA™

Financial Advisor

Andrew Held

FIC, CIMA®

Financial Associate

Brad Hunt

Growth Advisor

Josh Johnson

Associate

Sophia Pexa

Associate

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

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How we work with you

Ready to get started? Here's what to expect.

Our initial meeting will last about one hour. We'll get to know you, learn about your values and goals, and work with you to identify financial strategies to help you on your journey. Come as you are—no need to dress up—and feel free to let us know what your favorite beverage is so we can have it ready when you arrive.

Two women and two men sitting at a table looking at documents

Our solutions

two men and one woman sitting together taking notes and reviewing computer

Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

Generosity

From volunteering with a favorite organization to making recurring donations to worthwhile causes, Thrivent can help you build generosity into your financial strategy.

Insurance

Insurance helps protect what matters most—from your loved ones to your livelihood.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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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.