Our team

With more than 10 years of experience, Jeff focuses on making the complex world of financial planning and investment management easy to understand. “I feel it is important to take the time and listen to my clients needs, wants, and wishes”.

Originally from Cleveland, Ohio, Jeff calls Georgetown home with his wife Lizzie and two kids JJ and Isabella. When he's not in our Georgetown and Harlingen offices, Jeff is active in the Georgetown Rotary Club, or you can find him on the local trails running or mountain biking.

Sarah joined the Thrivent crew in 2020, where she developed a profound passion for finance and a strong dedication to aiding individuals and businesses in achieving financial well-being. Her approach to financial advisory emphasizes a holistic perspective, recognizing that true financial health encompasses not only monetary aspects but also physical, emotional, and spiritual well-being.

Sarah, in her advisory role, strives to cultivate compassionate relationships with clients. Outside of finance, she treasures time with her supportive family, including her high school sweetheart and spouse, Lee, and their three children, Kamryn, Presley, and Brix. Family activities such as camping, traveling, live music, and theater serve as reminders of the importance of balancing financial goals with personal fulfillment. Sarah is eager to assist others on their financial journeys and encourages reaching out to begin making informed decisions together.

Lance brings a specialization in retirement accumulation, retirement income planning, investments, and retirement planning to the team. Charities and causes important to him include The Caring Place in Georgetown, Mobile Loaves and Fishes, Community First! Village and UT PAC