Jonathan Born has dedicated over two decades to helping clients achieve financial security as a Financial Consultant with Thrivent Financial. Since joining the firm in 2002 after earning his degree from Sam Houston State University, he has built a career rooted in integrity and a strong ethical foundation, values that align seamlessly with Thrivent’s mission.

Before embarking on his career in financial services, Jonathan served in the United States Marine Corps, where he developed a deep sense of discipline and commitment. After being honorably discharged in 1996, he pursued higher education and transitioned into the financial sector, where he has since guided individuals and families toward making informed financial decisions.

With over 20 years of experience in the industry, Jonathan specializes in helping clients build, protect, and distribute wealth strategically. As a Registered Representative with FINRA, a Fraternal Insurance Counselor (FIC), he provides expert guidance on risk management, retirement planning, and legacy preservation. His approach is centered on developing trusted relationships and tailoring financial strategies to each client’s unique needs. In addition to one-on-one advising, Jonathan enjoys sharing his expertise through educational events and seminars focused on financial security and long-term planning.

Beyond his professional life, Jonathan is committed to his faith, family, and community. Since 2012, he and his wife, Casey, have been active members of Faithbridge Church in Spring, Texas, where he co-leads a couples’ Bible study and serves on the children’s ministry welcome team. In his free time, he enjoys staying active through fitness, golf, and hunting, while also cherishing time with his wife and their four children.

A native Houstonian, Kellan has always had a deep connection to his hometown. He enjoys engaging in nearly any competitive activity from bowling and basketball to yard games and card games. Additionally, he finds joy in strumming his guitar to country, worship, and campfire songs. His true happiness lies in spending quality time with his wonderful wife, Michelle, and their three beautiful daughters. Whether they’re embarking on weeks-long vacations or simply enjoying moments together at home in the back yard, these cherished times are the heart and soul of his life. He and his family are highly involved at The Grove church inside the west loop of Houston, participating in Bible studies and various ministries that the church supports. Kellan is also and Ambassador to The Get Together, a network of business people from across the city who collaboratively network together and respond to the needs of Christ-centered organizations surrounding Houston.

Kellan started his career in 2007 as a portfolio manager after graduating from Trinity University with a finance degree followed by a master’s degree from the University of St. Thomas. He has worked at Thrivent as a Wealth Advisor since 2014 and holds a Chartered Financial Consultant ChFC® designation from the American College. Kellan’s primary focus when working with clients is to help them steward the financial resources with which God has blessed them and leave a legacy to loved ones and organizations that they care about. With an emphasis on tax efficiency, risk management, and holistic planning, Kellan enjoys cohesively piecing together his clients’ financial puzzles.

Before Josh moved into the financial world, he worked at a local Chick-fil-A. He got his first job as a team member at 15 and worked his way to General Manager of the store. He got his degree from Liberty University in Biblical Studies while working full time. Balancing a job and school while paying for his degree instilled in him the values of hard work and good financial stewardship. Working at Chick-fil-A honed his skills of creative problem solving, brought out his love for working as part of a team, and gave him countless opportunities to pour into people in his community. 

Josh carries those same skills and passions today. He is currently involved at a newly planted church in Conroe, TX called Grace House. He and his wife Sarah are house church pastors and enjoy cooking food to bring to the biweekly potluck meals. He also leads a men's small group at his home.

Outside of work, Josh loves to play basketball, disc golf, and spend time with his family outdoors. Josh and his wife Sarah have been married for 11 years, and met at Chick-fil-A. They have 5 beautiful daughters that are the joy of their lives. Josh loves to serve families by helping them faithfully steward their finances to honor God and bless future generations. He enjoys helping clients create comprehensive plans that focus on generational wealth and generosity while enabling them to live lives of purpose and impact. 

Originally from New Jersey, Dawn relocated to Texas 15 years ago, where they now reside with their husband and twin children. Their professional journey began in the legal field, working for law firms in both New Jersey and New York before transitioning into financial client services.

Since 2018, Dawn has been a valued member of Thrivent, initially working alongside Jonathan Born and now serving as an Office Professional at Epochal Financial Advisors. With a strong commitment to client service, they take pride in providing exceptional support and ensuring a seamless financial experience for clients.

Outside of work, Dawn enjoys traveling, playing softball, bike riding, and taking long walks.

Saraiy is a Securities Office Professional at Epochal Financial Advisors, having joined the team in December 2023. In this role, Saraiy provides dedicated support for Kellan and Jon, ensuring seamless operations and exceptional client service.

A proud Houston native, Saraiy attended American International College in New England, where they studied Political Science and Psychology. Passionate about community engagement, Saraiy remains actively involved in local initiatives. In their spare time, they enjoy reading, exploring the diverse culinary scene of Houston, and traveling with their sister.

Saraiy began their career as a banker with JP Morgan Chase before transitioning to JP Morgan Private Bank, where they worked as a Client Service Associate supporting ultra-high-net-worth individuals in Latin America. With a strong commitment to building lasting relationships, Saraiy prioritizes cultivating meaningful connections with both current and prospective clients, ensuring their financial needs are met with the highest level of care and professionalism.