Our team

In 2020, Jonathan celebrated 30 years with Thrivent. During that period, he has become recognized as a national speaker on retirement and estate strategies. He has 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 and his wife have three children, and he keeps busy attending various family activities and coaching his kids’ sports teams. He also enjoys volunteering for charitable causes and golfing. Professionally, Jonathan has been inducted into the Thrivent Hall of Fame and the Thrivent Hall of Legends. 

Matthew has been with Thrivent since 2003. As a licensed CERTIFIED FINANCIAL PLANNER^TM professional, he offers comprehensive planning which combines clients’ values and finances in ways that help them reach their goals. Matthew speaks throughout the country and is licensed in 49 states. He holds his Series 7 and 66 licenses and is a 10-year recipient of San Diego Five Star Wealth Manager. Matthew resides in San Diego with his wife, Jenny, and their four children. He enjoys football, basketball and spending time with his family. 

As a wealth advisor, Bradley pledges to prepare you for life’s joys and challenges. Being a cancer survivor, he takes the humble approach to life and treats each day as a gift. His relationship with you is Bradley’s top priority, and working together he will help prepare a dedicated plan to cover your needs, goals and dreams. Bradley and his wife, Cindy, have four beautiful children. They attend Doxa Church of Rocklin where they serve as marriage mentors. They both experience great joy in serving where their service is needed. 

Matthew started with Thrivent in 2020. A graduate from Northern Arizona University and an Eagle Scout, he worked as a computer programmer before transitioning to financial planning with his father, Rob Burns. Born and raised in Orange County, Matthew currently lives in Brea with his wife where they enjoy being close to the mountain trails, sandy beaches, and plenty of hobby stores nearby. While splitting work between California and Oregon, he’s frequently involved with local church communities. He also volunteers with Giving Children Hope and His House, providing food and supplies to local communities. Matthew loves that he gets to work with his family and support future generations of his clients’ families. 

More than 20 years of conversations with clients across the country has formed a foundation for Rob to help his clients “ask the questions you often don’t know to ask.” Rob is a Thrivent Hall of Fame member who joined the practice several years ago and he delivers advice and account management that evolves with changes in his clients’ lives. His entire family supports Habitat for Humanity and they have volunteered on builds for the organization all around the world. Rob and his wife, Teri, along with their dynamic family of six and their charity board experience, add to our understanding of how important charity and family are to planning for the future. 

Throughout his childhood, Michael’s dad would listen to a radio show about investments and personal finance every Saturday afternoon. These experiences sparked conversations between Michael and his father about what he wanted to invest in and how he wanted to build his legacy, and instilled curiosity about finance at a young age. In college, Michael’s interest in personal finance was renewed when he realized how many people didn’t have access to information and strategies that could change the course of their lives. He saw this as a calling to educate people and demystify the world of finance. Michael is proud to be a Thrivent financial advisor who helps his clients view money not as a goal, but as a tool—one that can afford each person a life rich in meaning and gratitude. Michael enjoys spending time with his wife, son, and daughter, appreciating all the beauty that San Diego has to offer. They spend time at the beach, the San Diego Zoo and Safari Park, and hiking. 

Anthony’s responsibilities include client reviews and workshops. He is a CERTIFIED FINANCIAL PLANNER^TM professional with nine years of experience in financial services. Anthony received his MBA in finance from Gonzaga University. His hobbies include sports, fitness and traveling, and he volunteers as a sports coach and with Habitat for Humanity. 

Jeff has been a Thrivent financial professional since 1992. He specializes in retirement income planning, estate strategies, life insurance, investments and education funding strategies. Jeff received a Bachelor of Business Administration degree from the University of San Diego. He holds his Series 7 and 66 licenses. Jeff and his wife, Valerie, have two children, Sarah and Joshua. They are active at North Coast Church. Jeff enjoys watching and playing sports, family time, church and community events. He supports Solutions for Change, Compassion International, Urban Youth Collaborative, Mitchell Thorp Foundation and Foundation for Senior Wellbeing. 

Aidan Joined Thrivent at the end of 2022. He is licensed in life, health, and accidental dismemberment insurance, as well as being registered with FINRA to trade securities series 7 and 66. Aidan enjoys live music, snowboarding and is eager to learn and grow in the finance industry. 

Leslie has 18 years of experience in the financial services industry. Her responsibilities include customer service, answering calls, scheduling appointments, preparing applications, servicing forms and office support. Leslie and her husband, Mike, have four children and eight grandchildren. In her free time, Leslie enjoys hiking, traveling, gardening and reading. She volunteers with international Thrivent builds with Habitat for Humanity and the Horn of Africa Evangelical Mission. 

Michael is proud to be a Thrivent financial professional. He provides personalized financial guidance to people at all stages of life. Thrivent views money not as a goal, but as a tool—one that can afford each person a life rich in meaning and gratitude. Thrivent believes humanity thrives when individuals make the most of all they’ve been given. Michael is here to help you do just that. 

Brad started with Thrivent in 2015 and supports the team as an associate. His main focus is on investments/portfolio management and client services. Brad completed the Yale School of Management executive education program, Investment Management Theory and Practice. He enjoys spending his spare time with his young twins and wife adventuring across San Diego, cooking, surfing, golfing and attending basketball and football games at his alma matter, San Diego State University. Brad enjoys giving back to his community through his past involvement in Kiwanis International and hosting the San Diego Festival of the Arts program, which raises funds to support adaptive sports programs for San Diegans. 

Having proudly been with Thrivent and its affiliates since 2018, Jack looks forward to continuing that journey with the La Jolla Gateway Team. He is blessed to have grown up with parents who met at Thrivent and passed on those same values to him. Jack’s fit in the San Diego office focuses on serving you through our case analysis team, as well as directing interactions between our growing number of offices and financial professionals. Having lived and studied in Italy and Norway, he hopes to bring a unique perspective along with sharing his passion for cooking.

Matthew has been a Thrivent financial consultant since 2001. He specializes in investments, solutions for businesses and retirement planning. Matthew received a Bachelor of Arts degree from Concordia University Irvine in 1999 where he was an NAIA Basketball Academic All American from 1997 to1999. He holds his Series 7, 63 and 65 licenses. Mathew and his wife, Ruth, have two children, Raija, and Miller. In his free time, he enjoys being a little league softball coach, and boys and girls club basketball coach. Matthew supports the St. Paul Merced Lutheran School, the First Tee of Central California and Stoneridge Christian School. He also participates in Thrivent Action Teams to support his community.

Marcus has been helping individuals, families and business owners with purpose-based financial and tax planning, portfolio investment management and retirement strategies since 2019. He earned his Bachelor of Science degree in finance from San Diego State University. To assist with planning and executing retirement strategies, Marcus completed the Accredited Retirement Income Certified Professional® (RICP®) program. He has been active in his community, serving on the board of directors at Mitchell Thorpe Foundation. Marcus enjoys spending time with his wife and three sons. 

Chet has been a Thrivent associate since 2001 and is a 2022 Thrivent Hall of Fame member*. He received a Bachelor of Science degree from Martin Luther College and a Master of Education degree from the University of Arizona. Chet holds his Series 6 and 63 licenses and is a long-term care specialist focused on retirement income planning. He has been married more than 50 years and is blessed with four children and seven grandchildren. Chet is a member of Emmanuel Lutheran Church, a board member of Arizona Lutheran Academy and a Fiesta Bowl committee member. 

Ben joined Thrivent in 2019 and works from our Tempe, Arizona, office. Originally from Wisconsin, Ben and his wife decided to escape the state’s cold winters and move to Arizona in 2016. He’s happy to report he hasn’t had to shovel snow since! Ben has two children, and his family enjoys beach vacations, hiking and attending sporting events. Ben decided to become a financial advisor because he enjoys helping others navigate the journey we call life. His personal experiences and financial expertise help him guide others toward achieving their goals. 

With over half a decade of experience in guiding individuals and families towards achieving their financial goals, Victor has a deep understanding of long-term care planning, income planning, tax planning and wealth management. He has built a reputation for delivering tailored solutions that align with each client’s unique circumstances. Victor’s client-centric approach, coupled with a commitment to staying current with market trends, empowers his clients to make educated decisions about their financial futures. His dedication to fostering long-lasting relationships and his passion for helping others secure their financial well-being make him a trusted partner in every stage of their financial journey. 

Since joining Thrivent in 1994, Terry has remained passionate about helping clients with charitable strategies. He is devoted to helping individuals and families of all income levels achieve personal financial growth and well-being. He also helps clients experience the joy of living generously by creating a legacy for loved ones and for the causes or organizations they care deeply about.

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 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 providing wise financial counsel to clients in those industries. Zach considers his career with Thrivent a natural fit, as he entered it following in the footsteps of several family members including an uncle, a brother-in-law and his father (and fellow Dallas Gateway Team member), Terry Wold. Zach, his wife Brittani, and two children, Osmond and Oakleigh, live in Dallas. They enjoy exercise, travel and exploring the local restaurant scene. 

Michael has been with Thrivent since 2017. Previously, he worked as a regional deputy fire chief from 1992 to 2017 and he served in the U.S. Marines from 1982 to 1992. He believes in giving 110% to everything he does and strives to display leadership through example, dependability, initiative and passion.

Michael works with clients throughout their financial journeys to help educate and inform them about all the services and products our team offers. He is very involved and active in the community in various ways, including with the American Red Cross the local Sound the Alarm/Home Fire Safety program.

Vicki started with Thrivent in 2009 and serves clients from La Jolla Gateway’s Central Park location in Fredericksburg, Virginia, where she and her husband also live. Vicki loves working with people and strives to develop financial strategies that help them reach their goals, including retirement. Her background in communications and economics, along with her industry designations, allow Vicki to be known for keen listening skills and relationship development.