Brian oversees business operations for all

five of our offices so that Dan can spend

more time working directly with our clients.

Brian is passionate about helping others.

This posture naturally suits his purpose:

to help develop and implement strategies

that will enhance member experience.

With more than 10 years in the industry, Ben focuses on building actionable financial plans for our clients and excels at explaining complex concepts in an accessible way. Ben is the founder of Turnhall Financial Group, and as such, he helps develop our vision and mission to serve humbly, while being forward thinking and devoted to helping clients feel good about their finances. *We partner with Turnhall Financial Group to assist with our financial planning and other administrative help. To learn more about Ben and Turnhall Financial Group see, https://connect.thrivent.com/turnhall-financial-group/

Jessie directs member communications and

works to ensure a seamless customer

experience. She manages client

correspondence and assists with workflow.

Angela has been working with Thrivent for more than 15 years. She manages our Verona office and supports the practice with scheduling, managing data and serving clients.

Jennifer has been with our practice for over 5 years. She oversees the daily operations of our offices in Stevens Point and Wisconsin Rapids. Jennifer also plans events and provides overall customer service.

Kim assists with the day to day office operations such as scheduling, data entry and customer service as well as event planning, and marketing.

Emily helps to build our marketing strategies, create streamlined consistent messaging along with purposeful engagement on our social media accounts.