Our team

Team member
Brent Stewart
CFP®, ChFC®, FIC
Wealth Advisor

Brent finds joy in guiding clients on their financial journeys. He helps people prepare for retirement—employing tax-efficient money management strategies and more. He also strives to help Christians live abundant lives and achieve their goals. Brent has volunteered for Habitat for Humanity International in Paraguay, Poland, Macedonia and Malawi. He and his wife, Shanna, live in Saint Charles with their three daughters. He enjoys treating the family to his trademark slow-cooked barbecue.  

States Licensed: AZ, CO, FL, IL, IN, MI, MO, NC, OH, OR, TN, TX

About Brent Stewart

Brent finds joy in guiding clients on their financial journeys. He helps people prepare for retirement—employing tax-efficient money management strategies and more. He also strives to help Christians live abundant lives and achieve their goals. Brent has volunteered for Habitat for Humanity International in Paraguay, Poland, Macedonia and Malawi. He and his wife, Shanna, live in Saint Charles with their three daughters. He enjoys treating the family to his trademark slow-cooked barbecue.  

States Licensed: AZ, CO, FL, IL, IN, MI, MO, NC, OH, OR, TN, TX
Team member
Carol Grebing-Duggan
FIC, RICP®, CLTC®
Financial Consultant

Carol enjoys creating financial strategies aligned with client values. She is passionate about helping them accomplish their goals, while building meaningful relationships along the way. Carol and her late husband, Duke, have a daughter, Shannon, and son-in-law, Scott. She takes great pride in spending time with her grandson, Julian, who calls her Oma! Carol enjoys singing in the Perry County Lutheran Choral, traveling and Chiefs football.

States Licensed: AR Insurance Lic. #11398148, CA Insurance Lic. #0K52321, FL, IL, KS, LA, MO

About Carol Grebing-Duggan

Carol enjoys creating financial strategies aligned with client values. She is passionate about helping them accomplish their goals, while building meaningful relationships along the way. Carol and her late husband, Duke, have a daughter, Shannon, and son-in-law, Scott. She takes great pride in spending time with her grandson, Julian, who calls her Oma! Carol enjoys singing in the Perry County Lutheran Choral, traveling and Chiefs football.

States Licensed: AR Insurance Lic. #11398148, CA Insurance Lic. #0K52321, FL, IL, KS, LA, MO
Team member
Boone Jackson
FIC, CKA®
Financial Consultant

Boone once studied to be a pastor, but later determined his most fulfilling ministry was to help people achieve financial clarity and lead lives full of meaning and gratitude. He combined his backgrounds in faith and finances by becoming a Certified Kingdom Advisor®, a designation with training in providing biblically wise financial counsel. Boone lives with his wife, Jill, and their three sons. He enjoys “Jeeping,” Rucking and working out with F3. 

States Licensed: AZ, CO, FL, IL, KS, MO, NV, OK

About Boone Jackson

Boone once studied to be a pastor, but later determined his most fulfilling ministry was to help people achieve financial clarity and lead lives full of meaning and gratitude. He combined his backgrounds in faith and finances by becoming a Certified Kingdom Advisor®, a designation with training in providing biblically wise financial counsel. Boone lives with his wife, Jill, and their three sons. He enjoys “Jeeping,” Rucking and working out with F3. 

States Licensed: AZ, CO, FL, IL, KS, MO, NV, OK
Team member
Tim Gerler
CFP®, FIC, RICP®
Wealth Advisor

Tim is committed to providing an environment where clients can get the information they need to help them make important decisions. He believes it’s his responsibility to meet people wherever they are on life’s journey and provide guidance as they pursue what’s important to them. Away from work, Tim devotes time to such organizations as Habitat for Humanity, the Missouri Stream Team and the Missouri Historical Society. He also likes to hike, fish and spend time outdoors with his wife, Julie, friends and family. 

States Licensed: AZ, CA Insurance Lic. #0M71194, CO, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NE, SC, TX, UT, WI

About Tim Gerler

Tim is committed to providing an environment where clients can get the information they need to help them make important decisions. He believes it’s his responsibility to meet people wherever they are on life’s journey and provide guidance as they pursue what’s important to them. Away from work, Tim devotes time to such organizations as Habitat for Humanity, the Missouri Stream Team and the Missouri Historical Society. He also likes to hike, fish and spend time outdoors with his wife, Julie, friends and family. 

States Licensed: AZ, CA Insurance Lic. #0M71194, CO, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NE, SC, TX, UT, WI
Team member
Zachary Gerler
Director of Investment Operations

Zach and wife Alex are the parents of three energetic, young boys, Henry, Elijah and Thomas. Zach enjoys volunteering with St. Jude and The Little Bit Foundation. If he finds free time, it’s filled with staying active at the gym, playing softball (close to the competitiveness of MLB minor leagues), and BBQ’ing for his extended family. 

States Licensed: IL, IN, KS, MO, NC, NE, TX, WI

About Zachary Gerler

Zach and wife Alex are the parents of three energetic, young boys, Henry, Elijah and Thomas. Zach enjoys volunteering with St. Jude and The Little Bit Foundation. If he finds free time, it’s filled with staying active at the gym, playing softball (close to the competitiveness of MLB minor leagues), and BBQ’ing for his extended family. 

States Licensed: IL, IN, KS, MO, NC, NE, TX, WI
Team member
Mark Gerler
CLU®
Associate

Mark provides a wide range of services but particularly enjoys estate protection and helping clients efficiently transfer their wealth and legacies from one generation to the next. Mark and his wife, Su, have six children and 13 grandchildren. He keeps busy watching those grandkids at sporting and school events, and enjoys time at his family farm in Altenburg. 

States Licensed: IL, MO

About Mark Gerler

Mark provides a wide range of services but particularly enjoys estate protection and helping clients efficiently transfer their wealth and legacies from one generation to the next. Mark and his wife, Su, have six children and 13 grandchildren. He keeps busy watching those grandkids at sporting and school events, and enjoys time at his family farm in Altenburg. 

States Licensed: IL, MO
Team member
Taylor Stevens
BFA™
Associate Financial Advisor

Taylor and her husband, Seth, have two children. She enjoys reading, drinking coffee and chasing those toddlers. Taylor remembers learning at a young age the importance of saving and making smart financial decisions. She chose to pursue that career to help people understand the path to achieve their goals. Taylor enjoys volunteering at Trinity Lutheran Church and Trinity Lutheran School in Cape Girardeau.

States Licensed: AR Insurance Lic. #19747402, IL, MO

About Taylor Stevens

Taylor and her husband, Seth, have two children. She enjoys reading, drinking coffee and chasing those toddlers. Taylor remembers learning at a young age the importance of saving and making smart financial decisions. She chose to pursue that career to help people understand the path to achieve their goals. Taylor enjoys volunteering at Trinity Lutheran Church and Trinity Lutheran School in Cape Girardeau.

States Licensed: AR Insurance Lic. #19747402, IL, MO
Team member
Jason Schoppenhorst
MBA
Investment Analyst

Jason and Heather and their two young boys are members of Chapel of the Cross Lutheran Church. The Eagle Scout spends time hunting, fishing and enjoying the family lake house. If there is meat on the grill/smoker, Jason is usually close by. Jason provides brokerage platform expertise to serve clients with account trading, distribution and other service requests. 

States Licensed: FL, IL, MN, MO

About Jason Schoppenhorst

Jason and Heather and their two young boys are members of Chapel of the Cross Lutheran Church. The Eagle Scout spends time hunting, fishing and enjoying the family lake house. If there is meat on the grill/smoker, Jason is usually close by. Jason provides brokerage platform expertise to serve clients with account trading, distribution and other service requests. 

States Licensed: FL, IL, MN, MO
Team member
Jack Bedtke
BFA™
Financial Advisor

Jack strives to help people achieve their goals while understanding the choices they make with their finances. He is blessed to be married to his wife, Lydia, and together they enjoy spending time with friends and playing golf. Jack continues to be active in the community supporting Backstoppers and serving on the board for the St. Charles Kiwanis. One of his favorite Kiwanis events is serving at their annual pancake day.

States Licensed: IL, MO, TX

About Jack Bedtke

Jack strives to help people achieve their goals while understanding the choices they make with their finances. He is blessed to be married to his wife, Lydia, and together they enjoy spending time with friends and playing golf. Jack continues to be active in the community supporting Backstoppers and serving on the board for the St. Charles Kiwanis. One of his favorite Kiwanis events is serving at their annual pancake day.

States Licensed: IL, MO, TX
Team member
Blake Wager
Insurance Associate
States Licensed: MO

About Blake Wager

States Licensed: MO
Team member
Helen Williams
Office Manager

Helen is the proud grandma of three grandchildren. She has been in various positions with Thrivent during more than 26 years with the firm and has dedicated much of her time to improving client experiences. She is the team’s “go-to” resource.

    About Helen Williams

    Helen is the proud grandma of three grandchildren. She has been in various positions with Thrivent during more than 26 years with the firm and has dedicated much of her time to improving client experiences. She is the team’s “go-to” resource.

      Team member
      Tonya Goslin
      Customer Service Coordinator

      Tonya enjoys getting to know clients and helping them in any way she can, especially with scheduling appointments and assisting clients with fraternal generosity programs. Tonya and her husband, Mick, enjoy spending time with their family, including their newest addition, a sweet granddaughter.

        About Tonya Goslin

        Tonya enjoys getting to know clients and helping them in any way she can, especially with scheduling appointments and assisting clients with fraternal generosity programs. Tonya and her husband, Mick, enjoy spending time with their family, including their newest addition, a sweet granddaughter.

          Team member
          Pat Layton
          Customer Service Coordinator

          Pat enjoys talking to clients and co-workers within the Thrivent network. She has been married to her husband, Don, for 55 years with whom she shares two children and 4 grandchildren. She is passionate about supporting organizations surrounding cancer research in memory of family members.

            About Pat Layton

            Pat enjoys talking to clients and co-workers within the Thrivent network. She has been married to her husband, Don, for 55 years with whom she shares two children and 4 grandchildren. She is passionate about supporting organizations surrounding cancer research in memory of family members.

              Team member
              Matt Schlake-Kruse
              Office Professional

              Matt enjoys helping clients feel welcomed and supported. He enjoys using data to boost efficiency and serves as an Interim Pastor in the Central States synod of the ELCA outside of Thrivent. In his free time, he enjoys life with his wife, Delaney, and their young son, Milo. He is also an avid crossword puzzle solver, non-fiction reader and supporter of the St. Louis Crisis Nursery and LuMin on the Washington University Campus.

                About Matt Schlake-Kruse

                Matt enjoys helping clients feel welcomed and supported. He enjoys using data to boost efficiency and serves as an Interim Pastor in the Central States synod of the ELCA outside of Thrivent. In his free time, he enjoys life with his wife, Delaney, and their young son, Milo. He is also an avid crossword puzzle solver, non-fiction reader and supporter of the St. Louis Crisis Nursery and LuMin on the Washington University Campus.

                  Team member
                  Jed Farmer
                  Office Professional

                  Jed finds great joy in being a part of team dedicated to helping others. Using his degree in accounting, he also volunteers as treasurer for a nonprofit as well as assisting in training dogs to help people with disabilities in the St. Louis area. Outside of his professional responsibilities, Jed enjoys time with his family, attending sporting events of his 5 nieces and nephews, playing video games with them or being entertained by their stories. He also loves bowling, watching he St. Louis Cardinals and spending time with friends.

                    About Jed Farmer

                    Jed finds great joy in being a part of team dedicated to helping others. Using his degree in accounting, he also volunteers as treasurer for a nonprofit as well as assisting in training dogs to help people with disabilities in the St. Louis area. Outside of his professional responsibilities, Jed enjoys time with his family, attending sporting events of his 5 nieces and nephews, playing video games with them or being entertained by their stories. He also loves bowling, watching he St. Louis Cardinals and spending time with friends.

                      Team member
                      Elizabeth Stewart
                      Licensed Client Service Administrator

                      Passionate about teamwork and helping others, Elizabeth is dedicated to supporting the relationships between clients and advisors. She finds fulfillment in providing valuable information to others to help them reach their goals. Outside of work, Elizabeth enjoys caring for houseplants, capturing moments through photography, and exploring the outdoors through hiking and traveling. She loves volunteering with Habitat for Humanity as well. Through these experiences, she finds joy in working alongside her dad while also giving back to others.

                        About Elizabeth Stewart

                        Passionate about teamwork and helping others, Elizabeth is dedicated to supporting the relationships between clients and advisors. She finds fulfillment in providing valuable information to others to help them reach their goals. Outside of work, Elizabeth enjoys caring for houseplants, capturing moments through photography, and exploring the outdoors through hiking and traveling. She loves volunteering with Habitat for Humanity as well. Through these experiences, she finds joy in working alongside her dad while also giving back to others.

                          Team member
                          Andrea Sellers
                          Office Professional

                          Andrea works with marketing campaigns, sharing valuable updates on generosity, market trends, and upcoming events with clients. She and her husband, J.C., have three children – Alaina, Grayson and Jameson. In her free time, Andrea loves being with friends and family, spending days at the lake, golfing and cheering on her kids at their sporting events. She’s also active in her community, volunteering regularly at her children’s school and her church as well as running a local gym.

                            About Andrea Sellers

                            Andrea works with marketing campaigns, sharing valuable updates on generosity, market trends, and upcoming events with clients. She and her husband, J.C., have three children – Alaina, Grayson and Jameson. In her free time, Andrea loves being with friends and family, spending days at the lake, golfing and cheering on her kids at their sporting events. She’s also active in her community, volunteering regularly at her children’s school and her church as well as running a local gym.