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

Stevens Point

Voyage Financial Advisors

Voyage Financial Advisors

Title

Team Practice

Website
https://connect.thrivent.com/voyage-financial-advisors
    Brian Erickson

    Brian Erickson

    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.

    Title

    Licensed Office Professional

      Ben Carr

      Ben Carr

      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/

      Title

      Financial Consultant

        Daniel Weltzin

        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

          Jessica Nelson

          Jessie directs member communications and
          works to ensure a seamless customer
          experience. She manages client
          correspondence and assists with workflow.

          Title

          Office Professional

            Angela Schwartz,

            Angela Schwartz,

            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.

            Title

            Office Professional

              Jennifer Schneider

              Jennifer Schneider

              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.

              Title

              Office Professional

                Kim Pederson

                Kim Pederson

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

                Title

                Office Professional

                  Jacob Lund

                  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

                    Emily Mullenbach

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

                    Title

                    Insurance Office Professional