Our mission is to help our community make wise decisions with their finances so they can live a life of abundance.
Our mission is to help our community make wise decisions with their finances so they can live a life of abundance.
Our story
Tony and Isaac started working together in 2015 after meeting in Del Mar. Tony had been with Thrivent for 27 years and Isaac was in his third year. They quickly bonded over movie quotes and shortly found out that their passion for helping people make wise decisions with money were very similar.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
Office information
Operating Hours:
Monday – Friday: 9 a.m.– 5 p.m.