About Joel Pettigrew, MBA, BFA™

My faith is at the heart of all that I do, guiding my decisions and actions as I serve my clients and community.

As an individual who is passionate about planning, I bring a decade-long tenure as a data analyst and I currently coach CrossFit athletes. These activities allow me to readily dissect complex information and identify strategic opportunities. They help my financial clients grow through discipline, perseverance and incremental progress that leads to incredible lifelong results.

My wife Sofia and I have been married since 2009 and have the privilege of raising 4 incredible children - Layton, Charlie, Tatum, and Asher. Our values are rooted in our Christian faith and our love for family and community.

My financial planning process focuses on three pillars of financial well-being: Wealth Management, Tax Efficiency, and Lasting Legacy. Let's connect to find out how I can guide you on your financial journey!

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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 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