About Jennifer Maxwell
As a Financial Advisor, I work with clients to toward creating a financial plan, customized to meet their specific goals and needs.
· What are your goals?
· What keeps you up at night?
These are just a few of the questions we will discuss in our first appointment so I can assess your situation to develop a plan exclusively for you using a combination of strategies and solutions, which may include investments and/or insurance products.
I am passionate about finances and providing financial guidance to individuals and families to show them how to be in control of their money instead of their money being in control of them. I am a strong believer of having protections in place before the unexpected happens and it is never too late to start saving for retirement!
In my free time, I enjoy spending time with my husband and our family. I am active in our community, the United Way and our local YMCA.
Investing in the Community and Causes that Make a Difference!
Education & Accomplishments
- Fraternal Insurance Counselor (FIC)
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- Life & Health Insurance License
Meet My Team
Katie Braun
Katie has been at Thrivent since 2013 and began her Thrivent career in the Annuities Interaction Center before moving to Remote Practice Support in 2022. She brings over 13 years of customer care experience and strives to create positive customer interactions. Outside of work she loves to go on adventures with her 2 children and rescue dog.
- Title
Senior Practice Support Specialist - LIC
- Location
Appleton, WI - Corporate Office
- Phone
- (920) 628-6522
Laura Welch
Laura has been with Thrivent since 2003. She has experience at Thrivent in a variety of areas including Brokerage Services, Suitability, Mutual Fund Customer Service, and she joined the Remote Practice Support team in 2019. Laura's specialties are in Brokerage and Mutual funds but supports all product related tasks to help leverage workload.
- Title
Advanced Practice Support Specialist LIC
- Location
Appleton, WI - Corporate Office
- Phone
- (920) 628-6522
Michael Mandic
Michael has been with the Remote Practice Support team since fall of 2023. He brings 9 years of customer service experience from the insurance industry. In his spare time, he loves to play golf and attend live music events.
- Title
Practice Support Specialist LIC
- Location
Appleton, WI - Corporate Office
- Phone
- (920) 628-6522
Mariah Larsen
Mariah has been with the Remote Practice Support team since the spring of 2019. Before coming to Thrivent, Mariah worked in customer service. In her spare time, Mariah enjoys spending time with family and delving into various hobbies including crafting, painting, and classical music.
- Title
Practice Support Specialist - UNL
- Location
Appleton, WI - Corporate Office
- Phone
- (920) 628-6522