Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
Our story
Our team is built on the core values of expertise, faith and service—which is why a cornerstone to working with us involves helping you find opportunities to live generously and help others. We believe happiness and contentment come from living a generous and purposeful life, and we want to help you be a steward of your many blessings.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Events

2025-04-03T00:00:00
Estate Preservation for the Next Generation Webinar
Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
RSVP at https://bit.ly/EstateApril2
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

2025-04-22T16:00:00
Economic Update with Eric Funk - April 22nd @ 10:00am
Financial topics seem to make the news every day. Should the headlines you see influence the decisions you make regarding your financial strategy? Find out how to use the latest economic data to help you make informed decisions about your money.
We look forward to sharing the information with you!
No products will be sold.

2025-04-23T00:00:00
Economic Update with Eric Funk - April 22nd @ 6:00pm
Financial topics seem to make the news every day. Should the headlines you see influence the decisions you make regarding your financial strategy? Find out how to use the latest economic data to help you make informed decisions about your money.
We look forward to sharing the information with you!
No products will be sold.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights



Office information
Operating Hours:
Monday through Thursday 8am - 5pm, Friday 8am - 12pm