Skip to main content
Advisor Image

Julie Ann Mattek

Advisor Image
Julie Ann Mattek
Financial Advisor
.
RICP®
Part of the Green Bay Financial Group practice
Get to know to me
Get to know to me

When I discovered the impact of my father, the cornerstone of our family being diagnosed with mild cognitive impairment (MCI), I accompanied my parents to their Thrivent advisor for advice on how to keep moving forward. Not only was this scary for my mom, but life changed for our family. The financial guidance he shared with us gave us confidence and security in the future. Personal financial planning changed our lives for the better, and the process moved my heart. I wanted to help families in this way too.


After 20 years of being a certified veterinary technician and loving all the animals in my life, I mapped out a new path with Thrivent along with the support of my husband Paul. Now a seasoned financial advisor, I look back and know wholeheartedly that I landed in just the right spot of life…the perfect ending that I never saw coming.

My qualifications
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Florida
  • Michigan
  • Minnesota
  • Missouri
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Wisconsin

Insights

Insight image
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
Taking Social Security early? Reasons to consider (with pros & cons)
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Insight image
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
Office locations
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.

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.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations