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About Jerry Bergquist

As a financial advisor, my approach is deeply rooted in my faith and a Biblical perspective on money. I believe that financial stewardship is not merely about dollar amounts—it's about aligning our resources with our values and purpose.

My passion for guiding others in their financial journey is deeply personal. Having experienced firsthand how intentional choices, discipline, and a faith-based approach to money can lead to lasting peace and freedom, living debt-free with clarity. That journey gives me a deep sense of empathy and motivation to walk alongside others. I strive to truly understand each client—their values, goals, and relationship with money—and help them navigate toward wise stewardship, purpose, and financial peace.

Faith and community are central to my family. We’re actively involved in our local church, where my wife Kim has led small groups for moms with young children, and I’ve had the privilege of leading several Bible studies focused on financial stewardship. Teaching is something I truly love—it’s a joy to help others grow in both faith and practical wisdom.

When I'm not working or serving, I cherish time with my wife and our son, Jordan—especially when we're soaking up the sun on a beach in Hawaii. I often say, “I work on the mainland 50 weeks a year so I can live in Hawaii the other two.” It’s our little slice of paradise.

Meet My Team

Navigated Wealth Advisors

Navigated Wealth Advisors

Title: Team Practice
Website: https://connect.thrivent.com/navigated-wealth-advisors

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

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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.

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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 Broker Check for more information about our financial advisors.

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.

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