Since joining Thrivent in 1994, Terry has remained passionate about helping clients with charitable strategies. He's devoted to helping individuals and families – of all income levels – not only achieve personal financial growth and well-being, but also experience the joy of living generously and creating a legacy for loved ones and/or causes and organizations they care deeply about.
I am licensed to do business in AZ, CA, FL, IL, OK, and TX. CA Life/Health Insurance License ID 0B47734, CA Securities Insurance ID 123000, CA Variable Annuity Insurance ID 0B47734, CA Variable Universal Life Insurance ID 0B47734.

In 2020, Jonathan is celebrating 30 years with Thrivent Financial. During that period, he's become recognized as a national speaker on retirement and estate strategies. He's also continued his education, completing the Wharton School's Finance & Wealth Management program. Although Jonathan's Thrivent work has taken him throughout the United States, his home is in San Diego. Jonathan serves on boards for two local organizations: Hope Leadership Academy and Oasis San Diego, which provide food, education programs and healthy activities for inner-city families and local retirees. Jonathan is married with three children. Family activities – including trips to the mountains – fill most of his spare time, but during most weeks he manages to also squeeze in a little basketball and golf.

Zach has been with Thrivent since 2007. He works closely with clients throughout their financial journeys to help ensure they have sound plans in place. Zach offers guidance in the areas of retirement income distribution, estate strategies, wealth management and charitable giving. Although he serves people in many professions, Zach's interest in sports and music fuels a particular passion for serving clients in those industries.
I am licensed to do business in CA, FL, KS, MO, OH, OK, PA, TN, and TX. CA Life/Health Insurance License ID 0F28629, CA Securities Insurance ID 15155307, CA Variable Annuity Insurance ID 0F28629, CA Variable Universal Life Insurance ID 0F28629

I am licensed to do business in AZ, CA, IA, KY, MA, MD, MN, MO, NC, OH, OR, SD, TX, UT, and VA. CA Life/Health Insurance License ID 0K53469, CA Securities Insurance ID 21792079, CA Variable Annuity Insurance ID 0K53469, CA Variable Universal Life Insurance ID 0K53469.