Our Story
About Elevate Financial Advisors

At Thrivent, we believe money isn’t the goal—it’s a tool. When used intentionally, it can support a life of purpose, generosity, and real impact. That belief shapes how I work with every client.

At Elevate Financial Advisors, we provide personalized financial guidance for individuals and families at every stage of life. Our approach is simple—financial planning should be personal, thoughtful, and aligned with what matters most to you. We’re focused on helping people align their finances with their values—elevating both financial clarity and meaningful living. We approach this through:

  • Abundance & Generosity – Viewing money as a tool for good and living with an open-handed mindset
  • Intentionality & Quality – Thoughtful financial planning that leads to better decisions and stronger outcomes
  • Faith & Family – Keeping what matters most at the center of financial decisions
  • Empowerment – Helping you feel confident, informed, and in control of your financial future
Elevate Financial Advisors our story image 1
How we work with you

ur approach to guiding you toward financial clarity is shaped by your individual needs. To best align your plan with what’s important to you, we can help you:  

 

 

We know you have unique financial priorities; that’s why we offer three different options for working together. To help you make an informed decision, we’ve provided a breakdown for each option. Keep in mind that these services can be provided on their own or together for a more holistic strategy. 

Curt Bissell
Curt BissellFinancial AdvisorFIC, RICP®, CEPA®
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Nathan Dorner
Nathan DornerFinancial ConsultantCFP®, FIC, RICP®
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Jonathan Wilterdink
Jonathan WilterdinkFinancial Advisor
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Timothy Regan
Timothy ReganFinancial AssociateMBA, FIC
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David Gardner
David GardnerAssociate
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Jason Antczak
Jason AntczakOffice Professional

Jason is an Office Professional with Elevate Financial Advisors, supporting the team through account servicing, new business coordination, and day‑to‑day operational support. He plays an important behind‑the‑scenes role in helping ensure a smooth, responsive experience for both clients and advisors.

Berea Location
429 Front St
Berea, OH 44017
Phone440-823-2736Fax877-689-0327Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 440-823-2736

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

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

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.