Our team

Since 1995, Bill has helped clients boost their financial confidence by equipping them with the resources to make wise money decisions. The first step toward success starts with listening. By understanding his clients’ honest concerns and goals, Bill works with them to build a financial road map that can help them be successful. Through a full range of Thrivent products and services, he can help you create a comprehensive strategy driven by your values. Bill and his wife, Kirsten, have three children: Emily, Luke and Charlie. Bill enjoys golfing with his children, taking walks with his golden retrievers and listening to audio books. 

Michael holds the CERTIFIED FINANCIAL PLANNER® certification and is securities (Series 7 & 66) and insurance licensed, with more than 10 years of industry experience. He enjoys helping people understand liabilities in their financial picture now, rather than down the road when it might be too late. Michael is passionate about wine and loves taking clients out to the wineries. He has been married to his wife, Andrea, for 12 years and has three children: Abby, Lily and Mason. Michael enjoys swimming with his children, going to the beach and snowboarding. 

Karl graduated from Northwestern College in Orange City, Iowa. He and his wife, Amy, have four children: Allison, Michael, Sara and Katie, and 10 grandchildren. Church and Thrivent activities are a big part of their life. Karl enjoys spectator sports, cabin time with family, and Grizzly and Cowboy football.  

Carly is a financial advisor licensed in investments (series 7 & 66) and Insurance Licensed. she is passionate about putting herself at the center of clients’ finances to meet them where they’re at and get them to where they want to be. She is married to her husband Jon and they have 2 daughters, Piper and Reese.

Jessica worked for Thrivent’s home office in Wisconsin for more than 20 years until her family relocated to beautiful Southern California in fall 2016. She started working with Bill in October 2017. Jessica is thankful to continue her career with Thrivent because of her love for the mission and vision. She and her husband, Andy, have a 15-year-old daughter, Ayla. Jessica enjoys Jeeping in Moab, spending time with family, going to Burn Bootcamp, relaxing by the pool and walking their dogs. 

Aleigh worked for Thrivent's home office for six years before becoming a stay-at-home mom. She loves Thrivent's mission and purpose and is excited to be working remotely for Bill and the team. Aleigh and her husband, Jeff, have two children, Camden and Kaia. Aleigh supports Avastrong charity events, the Heart Gala, and Mended Little Hearts. She enjoys taking her kids to different parks, spending time with her family, going to Burn Bootcamp and raising awareness for CHD. 

Since 2005, Marie has worked for Thrivent as an office assistant. She sets up appointments, helps with phone calls to assist with client questions and needs, and completes the preparation steps for each appointment. Marie is married to Allan, and she has a grown son, Samuel, who is married to Jenna. Marie is a member of the Vineyard Christian Church in Great Falls, Montana, and is involved in her community through her church. She has many family members in the area and enjoys spending time with them, along with friends. Family is very important to Marie.