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Intentional Financial Advisors

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Intentional Financial Advisors

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Our impact

Our impact

Spreading kindness is important, and Intentional Financial Advisors is dedicated to helping the community through a variety of charitable activities.

We are called to love God and love our neighbor. We take this calling to heart and are proud that our members do too.  


Here are some of the ways our team has supported our community:  

  • Donate confirmation crosses and baptismal medallions to Immanuel Lutheran Church to help families commemorate faith milestones 
  • Volunteer at or provide monetary support for local congregation and school outreach events including golf outings, trunk-or-treat activities, Easter egg hunts, auctions and more
  • Participate in and provide snacks at the 2024 Run Drugs out of Town 5K
  • Collected items and created care packs for cancer patients supported by New Day Foundation for Families
  • Held Pitch with Purpose Charity Softball Game benefiting Macomb Foster Closet and Gifts For All God's Children
  • Organized a client volunteer day with Motown Soup


We patronize organizations whose missions align with our values, such as:

  • Motown Soup - a non-profit benefiting the homeless, hungry and hurting individuals throughout Michigan.  


We contribute to local organizations who support those in need, including:

  • Macomb Foster Closet – a local non-profit that helps fulfill the needs of local children in foster care.  
  • Hurdling Handicaps - a local non-profit that seeks to encourage others to face and hurdle all of life’s handicaps or challenges. They have a speaking ministry and host Great Getaway camp for families affected by disabilities.
  • Motown Soup - a non-profit benefiting the homeless, hungry and hurting individuals throughout Michigan.  
  • Gifts For All God's Children


While our team strives to make a lasting impact in our community, the impact of our clients is the truly incredible part of our practice. We are blessed to work alongside clients who live out their faith.


In 2025:

576 Members directed Choice Dollars to nonprofits close to their hearts. 

400 Thrivent Action Teams with 4,516 volunteers serving a total of 42,607 hours were led by our clients.


These Thrivent Action Teams include:

Providing Christmas gifts to underprivileged families through Gifts for All God’s Children and a variety of other organizations

Crafting blankets and pillows to share God’s love with the sick, isolated, and less fortunate

Providing food to those in need through food pantries, food baskets, and sponsored meals

Supplying school uniforms, supplies, and backpacks

Hosting events for men, women, seniors, veterans, youth, the grieving, and widows and widowers

Creating and supporting community gardens

Supporting summer camps for those impacted by disabilities

Supporting foster children with gifts, blankets, graduation needs, clothing, etc.

Organizing fellowship events for churches, small groups, neighbors, and friends

Providing Bibles to the incarcerated

Crafting cards of encouragement

And much more!


The total financial impact of our clients’ participation in generosity programs in 2025 is estimated at $2,180,617. Thank you for living generously!

These organizations are not affiliated with or endorsed by Thrivent. 

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.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity. 

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. 

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 

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.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee. 

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures. 

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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