This is Us

Yes, we have decades of experience helping people reach their financial goals, but we’re more alike than you can imagine. We’ve each had career changes, we’ve had family struggles, issues with health, and challenges with aging parents. We know that while it’s important to set financial goals, those goals change and evolve, just as life does. The most important part of planning is not the destination, but the highways and byways of the journey.  


Every Person Needs a Plan


In our practice, we believe that everyone needs a financial map, but we also know that life changes, and circumstances and goals need readjusting. We want to accompany you and your family on your journey, helping you find the path to financial freedom no matter where life leads you.


The Process that Works


Understanding:

To help you develop a plan, we ask questions and listen to understand where you are right now. We consider what you've accomplished toward your goals and then assess any risks that might derail your plan.


Planning:

Once we understand your needs, wants, and wishes, we can help you develop a plan to realize your goals, whether that’s planning for your children's or grandchildren’s education, creating a blueprint for retirement, or leaving a legacy that will benefit others.


Implementing:

The difficult thing about any plan is the leg work required to put it in place. You are not alone. Instead of telling you what to do, we work side by side with you to implement the right solutions.


Collaborating:

Life changes, goals evolve, and plans must be adjusted. Staying connected and working through those changes requires collaboration. Our process is not, “one and done,” it’s an ongoing relationship with us working together to face changes and realign goals. 

Keith Davis

Keith Davis

LUTCF®, FIC, RICP®

When I was a young child, my grandmother was my best friend, not because of the things she could do for me, but because of her kind and generous heart. I learned to cook in her kitchen, a skill I still love, and how to treat others from her example. She’s probably the reason my favorite kind of clients are ones who are thankful for their good fortune and know that everything we have is a gift from God. Watching my clients see how they can make a difference in the lives of others, both now and in the future, is one of the most fulfilling parts of my long career in helping people make the most of what they have. 

Title

Practice Developer

State(s) Licensed
AL, AR Insurance Lic. #3224883 , AZ, FL, KY, LA, MO, MS, NV, OH, OK, TN, TX,
Website
https://connect.thrivent.com/keith-davis
Phone
870-698-1551
Fax

877-815-0881

    Luanne Gregory

    Luanne Gregory

    RICP®

    My father died when I was 23, leaving my mom, who was too young to access his social security benefits, no life insurance, or really, any income. As a stay-at-home wife and mom, she had few marketable skills and went to work in the school lunchroom, doing what she knew, cooking for a crowd. This experience is probably the reason I was drawn to a career in finance in my early twenties and why helping widows and widowers is a calling for me. As a wife, mother and now, a grandmother whose grands call “Sweetie,” I also like working with people, like me, who are getting closer to retirement, or who have recently entered retirement. It’s a big change for anyone and it helps to have someone with financial knowledge walk your path with you. 

    Title

    Financial Advisor

    State(s) Licensed
    AL, AR Insurance Lic. #17705938 , AZ, FL, KY, LA, MO, MS, NV, OK, TN, TX,
    Website
    https://connect.thrivent.com/luanne-gregory
    Phone
    870-698-1551
    Fax

    877-815-0881

    Braden Mead

    Braden Mead

    Title

    Financial Advisor

    State(s) Licensed
    AR Insurance Lic. #20592540 , MO,
    Website
    https://connect.thrivent.com/braden-mead
    Phone
    870-668-0505
      Wesley Brooks

      Wesley Brooks

      Title

      Financial Associate

      State(s) Licensed
      AL, AR Insurance Lic. #19761844 , CO, MN, OK, TN,
      Website
      https://connect.thrivent.com/wesley-brooks
      Phone
      870-834-0589
        Caron Clements

        Caron Clements

        Caron has been at Thrivent since 2010 and began her career in Life Insurance before moving to the Field Practice Solutions Team in 2021. She brings over 20 years of Insurance and Financial services industry experience and functions as liaison to achieve exceptional workflow and solutions. She supports all product related tasks to help leverage workload.

        Title

        Senior Field Practice Solutions Specialist LIC

        Location

        Remote

        Phone
        920-628-4719
          Amie Fox

          Amie Fox

          Amie has been with Thrivent since 2024 and brings with her 15 years of experience in the financial services industry, having been a Registered Representative and Registered Assistant. She supports all products and related tasks to help leverage workload. 

          Title

          Advanced Field Practice Solutions Specialist LIC

          Location

          Remote

          Phone
          920-628-4719
            Myriah Lawson

            Myriah Lawson

            Myriah has been with Thrivent since 2019. She has over 5 years of experience in annuity products and customer service. She supports all products and related tasks to help leverage workload. 

            Title

            Field Practice Solutions Specialist LIC

            Location

            Remote

            Phone
            920-628-4719
              Moriah Fagen

              Moriah Fagen

              Moriah has been with Thrivent since 2023 and began her career as a Financial Advisor before moving to the Field Practice Solutions Team in 2025. She supports all products and related tasks to help leverage workload. 

              Title

              Field Practice Solutions Specialist LIC

              Location

              Remote

              Phone
              920-628-4719
                Heather Kirch

                Heather Kirch

                Heather has been at Thrivent since 2013 and began her Thrivent career in Contract Change before moving to the Field Practice Solutions Team in 2019. She has expertise in life insurance and supports all products. 

                Title

                Field Practice Solutions Specialist

                Location

                Remote

                Phone
                920-628-4719