Insight Planning Group

insightplanninggroup@thrivent.com
(951) 676-6450

Our Insight Planning Process provides clarity and empowerment to help bring the planning into reality, and our ongoing world-class service allows for adjustments as life changes. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement.

Team intro

Our Insight Planning Process provides clarity and empowerment to help bring the planning into reality, and our ongoing world-class service allows for adjustments as life changes. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement.

Our story

It all starts with a plan and what your goals are. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement. 

Our team

Bill Bohmer

CFP®, ChFC®, CLU®, CASL®, FIC

Wealth Advisor

Michael Martin

CFP®

Director of Financial Planning & Investment Operations

Karl Dorr

LUTCF®, FIC

Financial Associate

Carly Hall

Customer Relationship Manager

Jessica Pamenter

Office Professional

Aleigh Whitehead

Office Professional

Marie Standiford

Office Professional

How we work with you

Our team utilizes our data-driven process along with a team approach, to work with our clients and be at the center of their financial lives. We aim to be the resource you turn to for all financial-related questions.

About Thrivent

Helping you follow your heart

Whether it’s their faith, families or communities. Thrivent clients use our financial advice for something bigger than money. Watch one clients’ story and get inspired to follow your heart with Thrivent. 

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.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

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 100 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 million clients, as well as the communities in which they live and work.

News and insights

Contact

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Office information

Phone:

(951) 676-6450

Email:

insightplanninggroup@thrivent.com

Operating hours:

M – F: 9 a.m. – 3 p.m.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.