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At Greater Villages Group, our mission is to help you make wise financial decisions.
our team
Understanding Needs
Understanding Needs
Our office engages our clients in a deep dive to understand your financial needs and family goals. Most often our clients want clarity around protecting their lifestyle, reaching their goals, living in retirement, and planning their legacy all while being tax efficient. If you want to pursue lifelong dreams while supporting people and causes you care about - we can help. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.
Let's put your plans in motion
Let's put your plans in motion
The objective is to create a balance between delivering complex information without overwhelming you. We keep things down to earth. We will review the recommendations and further explain how they work and why they’re beneficial to you. The most crucial step is putting the plan in motion. Our value comes with our team’s coaching, and accountability to help you start and maintain the plan. That’s the real value. 
Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Lady Lake Location
5600 Spinnaker Loop
Lady Lake, FL 32159
Phone352-775-1776Fax877-909-5528Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 352-775-1776

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and 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.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations