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.
Meet Our Team
Generational Wealth Advisors
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
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
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
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
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
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
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
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
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
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
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
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
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
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
- 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 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
- Title
Financial Producer I
- State(s) Licensed
- IN , MI , OH
- Website
- https://connect.thrivent.com/adam-barber
- Phone
- 317-797-0733
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
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
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