Plan your finances with heart
With Thrivent on your side, you can create a path to retirement and pay it forward along the way.
Products and Services, Personalized for You
Banking, insurance, investments—there’s no shortage of financial products out there. But choosing the right ones isn’t just about checking boxes. It’s about aligning your financial tools with what matters most to you.
That’s why our team starts by getting to know you—your goals, your values, and the vision you have for your future. We ask thoughtful questions, listen closely, and then offer solutions that are clear, intentional, and built around your unique story.
Whether it’s protecting your family, preparing for retirement, or growing your wealth, we use financial products as tools—not the plan itself. With Kyle’s vision, Jackie’s attention to detail, and Stacy’s steady support, we work together to serve you with care, clarity, and confidence.
Let’s build a plan that reflects your purpose—and equips you to move forward with peace of mind.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
