About Generational Wealth Advisors

  • 27 team members
  • 285+ years of combined experience at Thrivent
  • 7,000+ households represented
  • $721M+ in assets under management


We are a team committed to helping you organize your finances, align your goals to your values, and create a clear financial strategy.

Generational Wealth Advisors

Joel Rietveld

Joel Rietveld

BFA™

Title

Financial Advisor

State(s) Licensed
IL , IN , KY , MI , MO , OH
Website
https://connect.thrivent.com/joel-rietveld
Phone
317-449-0013
    David Brown

    David Brown

    FIC, RICP®

    Title

    Associate

    State(s) Licensed
    CA Insurance Lic. #0K18185 , FL , GA , IN , KY , LA , NC , OH , PA , SC , TN , TX
    Website
    https://connect.thrivent.com/david-w-brown
    Phone
    615-851-1874
      Tammy Brown

      Tammy Brown

      FIC, RICP®

      Title

      Financial Consultant

      State(s) Licensed
      AL , CA Insurance Lic. #4311442 , FL , GA , IN , KY , LA , ME , MI , OH , PA , SC , TN , TX
      Website
      https://connect.thrivent.com/tammy-brown
      Phone
      615-681-0265
        Zachary Kibby

        Zachary Kibby

        FIC, RICP®

        Title

        Financial Consultant

        State(s) Licensed
        AZ , CA Insurance Lic. #0K13913 , CO , FL , ID , IL , IN , KS , MD , MN , MO , MT , NM , OK , OR , TX , UT , VA , WA , WI , WY
        Website
        https://connect.thrivent.com/zachary-kibby
        Phone
        301-943-8217
          Carmen Haag

          Carmen Haag

          FIC, CLTC®, BFA™

          Title

          Financial Advisor

          State(s) Licensed
          FL , GA , IN , ME , MI
          Website
          https://connect.thrivent.com/carmen-haag
          Phone
          517-879-2299
            Mark Johnson

            Mark Johnson

            MBA, AEP®, CFP®, FIC, CDFA®, BFA™, CEPA

            Title

            Financial Associate

            State(s) Licensed
            FL , KY , MI , OH
            Website
            https://connect.thrivent.com/mark-h-johnson
            Phone
            734-789-6275
              Craig Smaagaard

              Craig Smaagaard

              FIC

              With more than 16 years of Thrivent experience, Craig brings expertise and a passion to help clients align their goals and values so they can live generously and leave a lasting legacy. He is also the founder and leader of the Generational Wealth Advisors team.

              Title

              Financial Advisor

              State(s) Licensed
              AR Insurance Lic. #6966292 , AZ , CA Insurance Lic. #0I32412 , CO , FL , GA , IA , IL , IN , KY , MA , ME , MI , MN , MO , NC , NJ , OH , PA , SC , TN , TX , UT , VA , WI , WV
              Website
              https://connect.thrivent.com/craig-smaagaard
              Phone
              317-300-7400
                James Riske

                James Riske

                MSF, CFP®, LUTCF®, FIC, RICP®, CKA®

                Jim enjoys working with his clients to help them meet their goals and dreams and plan for a secure retirement. He excels in developing strategies and solutions unique to each client’s situation.

                Title

                Financial Advisor

                State(s) Licensed
                AZ , CA Insurance Lic. #4108933 , IL , MI , TX
                Website
                https://connect.thrivent.com/james-riske
                Phone
                586-981-5333
                  Kim Dwyer

                  Kim Dwyer

                  FIC, RICP®, CLTC®

                  Kim takes pride in getting to know her clients so they can work together to create a plan that can take them through all phases of life. She’s compassionate in the way she approaches her clients’ unique financial situations and is driven to help them navigate life’s curveballs.

                  Title

                  Financial Advisor

                  State(s) Licensed
                  AZ , FL , IN , KY , MI , MO , OH , TX
                  Website
                  https://connect.thrivent.com/kim-dwyer
                  Phone
                  248-719-8520
                    Carl Etzler

                    Carl Etzler

                    FIC

                    Carl has been with Thrivent since 2001. Because of his expertise in wealth transfer and legacy planning, Carl has walked alongside clients and their families to create financial strategies that help provide clarity and maximize generosity for generations to come.

                    Title

                    Financial Associate

                    State(s) Licensed
                    AZ , FL , IN , KY , MI , MN , OH , VA
                    Website
                    https://connect.thrivent.com/carl-etzler
                    Phone
                    419-232-4310
                      Cody Pfaff

                      Cody Pfaff

                      FIC, RICP®

                      Cody is committed to educating clients on financial concepts, crafting a clear financial plan together, and equipping them with the knowledge it takes to feel confident in their finances is what brings him the most joy through his work.

                      Title

                      Financial Advisor

                      State(s) Licensed
                      FL , MI , NC
                      Website
                      https://connect.thrivent.com/cody-pfaff
                      Phone
                      989-269-2208
                        Kathryn Waissi

                        Kathryn Waissi

                        FIC

                        Katie has been with Thrivent since 2016 and truly loves walking alongside her clients to help provide strategy, clarity and support in their financial journeys.

                        Title

                        Financial Associate

                        State(s) Licensed
                        AZ , IL , IN , MI , OH , WA
                        Website
                        https://connect.thrivent.com/kathryn-waissi
                        Phone
                        734-263-3309
                          Andrew Booms

                          Andrew Booms

                          In his position with Generational Wealth Advisors, Andrew provides support for Ron Guinther in client service work, as well as assisting his clients in finding clarity and confidence in their finances.

                          Title

                          Financial Producer I

                          State(s) Licensed
                          MI
                          Website
                          https://connect.thrivent.com/andrew-booms
                          Phone
                          989-672-5220
                            Lori Fox

                            Lori Fox

                            FIC

                            Lori loves providing clients with excellent, concierge-level customer service, working closely with them in creating and implementing financial strategies. With a background in the hospitality business and 14 years of experience in the financial industry, Lori loves providing each client with concierge-level customer service as she oversees the operations of our entire Generational Wealth Advisors team.

                            Title

                            Financial Advisor

                            State(s) Licensed
                            IN , KY , MI , MN , OH
                            Website
                            https://connect.thrivent.com/lori-fox
                            Phone
                            317-300-7400
                              Brooks Smith

                              Brooks Smith

                              Title

                              Financial Advisor

                              State(s) Licensed
                              IL , IN , MI , OH , OR , TN
                              Website
                              https://connect.thrivent.com/brooks-smith
                              Phone
                              260-543-3360
                                Phillip Summersett

                                Phillip Summersett

                                Phillip works closely with Carl Etzler in helping clients achieve their financial goals. He especially enjoys conducting financial analysis that helps establish transparent road maps for each client on their financial journey.

                                Title

                                Financial Producer I

                                State(s) Licensed
                                AZ , IN , OH
                                Website
                                https://connect.thrivent.com/phillip-summersett
                                Phone
                                419-232-4310
                                  Adam Barber

                                  Adam Barber

                                  Title

                                  Financial Producer I

                                  State(s) Licensed
                                  IN , MI , OH
                                  Website
                                  https://connect.thrivent.com/adam-barber
                                  Phone
                                  317-797-0733
                                    Bob Heyman

                                    Bob Heyman

                                    LUTCF®, FIC

                                    Bob has been in the financial industry serving clients his entire four-decade career. He currently works closely with Carl Etzler and enjoys helping clients with retirement income and estate strategies.

                                    Title

                                    Associate

                                    State(s) Licensed
                                    IN , MI , OH
                                    Website
                                    https://connect.thrivent.com/bob-heyman
                                    Phone
                                    419-789-5155
                                      William Powers

                                      William Powers

                                      Bill is an experienced financial professional with over 20 years in the financial services industry. He takes pride in being able to relate to his clients and in walking with them during tough and transitional times to help ensure clarity in their financial journeys.

                                      Title

                                      Associate

                                      State(s) Licensed
                                      CA , IN , KY , MI , OH , OK
                                      Website
                                      https://connect.thrivent.com/william-powers
                                      Phone
                                      317-641-5203
                                      Aaron Klawuhn

                                      Aaron Klawuhn

                                      FIC

                                      Aaron has been with Thrivent since 2018 and brings with him decades of project management, financial analysis and business relations experience to his role on Generational Wealth Advisors. He loves working on a team that’s focused on providing clients with financial clarity and contentment.

                                      Title

                                      Associate Financial Advisor

                                      State(s) Licensed
                                      MI , OH , TN
                                      Website
                                      https://connect.thrivent.com/aaron-klawuhn
                                      Phone
                                      989-627-4715