Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our mission is to improve the quality of life for our clients, their families and our community. We seek to carry out this mission by understanding our clients’ goals and creating solutions centered on financial security, tax efficiency and caring for others.
Our story
For more than 30 years, we have been working to help simplify people's financial lives and maximize their opportunities. We believe success is the result of us working together to offer holistic planning, advice and consistent execution. After getting to know you and your goals, we provide clarity for the vision of your financial future and legacy, and help you get there.
Our team
How we work with you
Our approach integrates your objectives into a personalized roadmap that grows and changes as your needs and goals do. We develop customized solutions across these key areas: Helping to strengthen your financial position, protect your financial future, accumulate wealth, explore more tax-efficient ways to manage your money, plan for a long-term care event, save and prepare for income in retirement, turn those savings into a solid retirement income strategy, and pass on a meaningful legacy.
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.
Events
2024-11-21T20:00:00
Holiday Book Reading - Registration coming soon
Register for this on-demand program available November 17 - December 3 to enjoy storytelling by author Peter H. Reynolds, and learn about our fundraiser to support Reading Partners, a national nonprofit that mobilizes communities to provide students with essential reading skills to be equipped for the future.
For every $2 donated to featured organizations through Thrivent’s online giving platform on Giving Tuesday, November 28, 2023, Thrivent will match $1 up to an additional $20,000 per Thrivent Member Network. All donations in support of this fundraiser will be made through Thrivent Charitable Impact and Investing(R). Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.
2024-12-03T15:00:00
Giving Tuesday - Save the Date
A little goes a long way, especially on this Giving Tuesday as Thrivent will amplify your impact and match $1 for every $2 donated on this 24-hour virtual day of giving! Join us as we support three west coast Reading Partners locations.
For every $2 donated through Thrivent’s online giving platform on Giving Tuesday, December 3, 2024, Thrivent will match $1 up to an additional $20,000 per Thrivent Member Network. All donations in support of this fundraiser will be made through Thrivent Charitable Impact and Investing(R). Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.
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 through Friday: 9 a.m. to 5 p.m.