Who I Am

I’m a Financial Advisor with Thrivent, and I help people plan, build, manage, and protect their wealth, and transfer their wealth to the next generation. My clients gain greater financial confidence and lasting impact for their families and communities. With more than two decades in pastoral ministry and a Master of Science in Leadership, I bring a unique blend of spiritual insight, practical wisdom, and professional financial guidance to every conversation. My approach is highly relational and values-driven: I listen first, then help you make intentional decisions with your money, so it reflects what matters most in your life and calling.

Beyond the numbers, I integrate faith, family, and generosity into the planning process, so your strategy aligns with your values, not just your balance sheet. My wife, Ana, and I have been married for 20 years, and we’re raising our three teenage daughters (and our dog, Scruffy) in Highlands Ranch. My personal and professional experience continually shapes how I think about planning for what and who matters most.

Who I Serve

My work has naturally focused on three groups of clients who face unique opportunities and challenges. I walk alongside pastors and faith-based leaders who want guidance that honors both their faith and their financial reality, healthcare executives and practitioners navigating complex income, benefit, and tax decisions, and pre-retirees and retirees seeking clarity and confidence for the next season of life.

What I Do

We build a comprehensive plan together. That may include:

• Cash flow planning
• Debt management strategies
• Risk management and insurance guidance
• Wealth management
• Investment planning and portfolio coordination
• Education funding and college planning
• Retirement planning
• Retirement income planning and distribution strategies
• Long-term tax planning
• Income tax-aware planning (in collaboration with your tax professional)
• Estate and legacy planning (in collaboration with your legal professional)
• Business continuation and succession planning

Take the Next Step

If you’re ready to move forward, I invite you to schedule a complimentary introductory conversation with me. In this high-level, no-pressure meeting, we’ll talk about what matters most to you, where you are today, and how I may be able to help you move toward greater financial confidence and lasting impact.

Book a meeting with Jovan Barrington