Our team strives to bring a maximum amount of value to our clients. We help you stay on track to meet your goals and we provide clarity surrounding your retirement plans and finances.
We specialize in working with business professionals, such as engineers, doctors, and attorneys, as well as small businesses and multigenerational families.
You can benefit from our customized approach to managing your wealth, as we help you and your family achieve both your current financial needs and your long-term goals.
Mark has been with Thrivent for 10 years. He received a master’s degree in accounting and financial management from Keller University in 2010. Mark enjoys spending time with family and friends, camping, water sports, snow skiing and triathlons. He and his wife, Lauren, have four children: Colt, Hope, Cossette and Enoch.
Rachel has been with Thrivent for over 12 years. She received a Bachelor of Science degree in human services management from the University of Phoenix in 2013.
Rachel enjoys camping, hiking, roller skating, and spending time with family and friends. She is the assistant scoutmaster for BSA Troop 439. Rachel has two children, Conner and Riley.
Or call us directly: 509-924-6065
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.