Our Practice
You likely have multiple financial goals and concerns. We employ a comprehensive approach in serving our members to allow us to fully understand how different factors affect your financial picture. We’ll help you analyze your current situation and develop and implement an integrated financial strategy that may be built upon a product- or issue-based solution, or a values-based approach.
Our services
• Financial planning
• Wealth management
• Retirement income planning
• Estate strategies
• Insurance and risk protection
Meet My Team
Stevens Point
Voyage Financial Advisors
- Title
Team Practice
- Website
- https://connect.thrivent.com/voyage-financial-advisors
Brian Erickson
- Title
Licensed Office Professional
Ben Carr
- Title
Financial Consultant
Daniel Weltzin
With more than 8 years of experience in the financial services industry, Dan focuses on connecting with people and helping them process their financial picture so they can make wise decisions. Dan enjoys getting to know people and understanding their goals before making any kind of a recommendation. Dan and his wife, Bethany, live in central Wisconsin and enjoy God’s creation together.
- Title
Financial Associate
Jessica Nelson
- Title
Office Professional
Angela Schwartz,
- Title
Office Professional
Jennifer Schneider
- Title
Office Professional
Kim Pederson
- Title
Office Professional
Jacob Lund
Jacob directs member communications and works to help ensure a seamless customer experience. Jacob manages client correspondence and assists with workflow.
- Title
Office Professional
Emily Mullenbach
- Title
Insurance Office Professional