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.

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.

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.

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.

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.