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Dillon McBee

Advisor Image
Dillon McBee
Associate
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Part of the Juniper Financial Group practice
About Dillon McBee

Born and raised in Des Moines, Iowa, I have always found great purpose and value in viewing money as a tool to help individuals get where they want to be. Since 2021, I have helped my clients and served my community by giving holistic, comprehensive advice.


Giving back and living generously have always been of utmost importance to me. I have loved being part of many volunteer organizations, including starting the Johnston, Iowa, Chamber of Commerce Young Professionals. With a variety of weekly events that include fundraising, meal packaging, and home building, this involvement has been a great way to benefit the Des Moines area and grow businesses that matter to many people. With a love for nature and the outdoors, my life's journey has brought me to Colorado where I have expanded my Thrivent practice to also serve those in the Rocky Mountain region.


I am here to provide financial advice and opportunities for service and meaningful living in alignment with your values and goals.

My qualifications
  • Bachelors of Finance, Iowa State University
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Colorado
  • Georgia
  • Illinois
  • Iowa
  • Michigan
  • Minnesota
  • Missouri
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Dakota
  • Texas
  • Virginia
  • Wisconsin

Insights

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Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23
Life insurance checkup
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
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Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations