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Five Star Financial Group
The Five Star Financial Group is a team of Christian financial advisors across the state lines of Texas and Montana, that love the Lord and love to help people with financial planning. Striving to be member-centered—always doing what is right for the client above all else. An ensemble at its core, that shares resources and knowledge to best serve our clients.
Team intro
The Five Star Financial Group is a team of Christian financial advisors across the state lines of Texas and Montana, that love the Lord and love to help people with financial planning. Striving to be member-centered—always doing what is right for the client above all else. An ensemble at its core, that shares resources and knowledge to best serve our clients.
Our story
Five Star Financial Group strives to be first-in-mind as the financial services provider for our clients and prospects because of the expertise, quality of preparation and dependable care our team provides. With humility at the forefront, we spend time cultivating relationships with our clients to define their goals and develop a specialized financial strategy that will meet their needs.
How we work with you
We spend time getting to know you and then create a personalized strategy to help you accomplish your goals. We utilize the strength zones of our team members to create effective processes that streamline the client experience. Each member of our team has a specialized role that plays a large part in the success of our team as a whole.
Our solutions
About Thrivent
Helping you follow your heart
Whether it’s their faith, families or communities. Thrivent clients use our financial advice for something bigger than money. Watch one clients’ story and get inspired to follow your heart with Thrivent.
Community impact
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.
Additional information
While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.
News and insights
Contact
Office information
Address:
Phone:
(979) 836-0693
Fax:
(979) 836-8582
Operating hours:
Friday: 8 a.m to 3 p.m
(Closed daily from noon to 1pm)
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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.
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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial 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.
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.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.
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