Image

You won't find any "off the rack" financial planning with us.

Being a client of ours doesn’t make you another number in the book, it makes you a member of our family. We don’t forget about you. We look out for you and your financial security, so you don’t have to. We have your back. As life changes, we are here keep you up to date about market trends and economic shifts and will adjust the pattern of your plan to keep you on course. That’s the benefit of non-cookie cutter plans—they can evolve and change just like life does.


Our services are comprehensive, with service specialties in the following areas:

  • Financial planning
  • Retirement income planning
  • Investment management
  • Protecting loved ones against the financial impact of disability, death, and extended care
  • Charitable giving
  • College planning
  • Small business financial planning
Aaron Lanteigne

Aaron Lanteigne

FIC, CLTC®

I am a source of uniquely tailored financial advice with expertise in investments, insurance, retirement planning, and tax efficiency. I came to Thrivent in May of 2009 after having already been in the financial industry since 1997. Assisting people in identifying, strategizing, and ultimately achieving their financial goals is what I find most gratifying. Taking the time to understand clients’ unique life situations, goals, and dreams means far more than just the numbers. I take pride in the fact that my financial planning practice is about more than just money, but also focuses on accomplishments, experiences, and generosity. It’s about relationships with people like you that I can cherish for years to come. Everyone’s situation is different. Therefore, your financial plan should be just as uniquely tailored to fit your values, goals, and priorities.

 

When I am away from the office, I enjoy time with my wonderful wife, Rachel, our five children, son-in-law, and grandson. Family time takes us on adventures across the country, under the sea, and around the world.  

 

Making a Difference in Our Communities

·        Volunteer, Thrivent Action Teams

·        Former Board member, Mt. Vernon Education Foundation

·        Softball Coach, Oaklandon Youth Organization

·        Legacy Team, Peoples Church, Indianapolis, IN

Education & Accomplishments

·        FINRA Series 07 General Securities Representative

·        FINRA Series 66 Uniform Combined State Law

·        Life & Health Insurance Licenses

·        Bachelor of Arts in Finance from Anderson University

Title

Financial Advisor

State(s) Licensed
AZ, CO, FL, IA, ID, IL, IN, MI, MO, NE, OH, OK, OR, TN, TX, WI,
Website
https://connect.thrivent.com/aaron-lanteigne
Phone
317-641-5000
Terald Shaw

Terald Shaw

CLTC®, BFA™

As a Financial Advisor with Thrivent, I believe that money is a tool not a goal. Together we will develop a tailored plan, custom to you and your family, that provides clarity and helps you efficiently achieve your goals. I am building a practice that will help benefit our community by finding balance in holistic financial planning, biblical views, and generosity.

 

I reside and operate my practice in Windermere, FL. I have a beautiful wife and 2 school aged children. With the use of technology, I am able to effectively reach and service clients in multiple states throughout the country.

 

Education & Accomplishments

  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
  • Bachelor of Science: Purdue University- Krannert School of Business


Title

Financial Advisor

State(s) Licensed
FL, IL, IN, MI, NC, NE, OH, TX,
Website
https://connect.thrivent.com/terald-shaw
Phone
407-305-2591
Lindsey Newton

Lindsey Newton

Married to my best friend, Adam and have three boys Joshua, Micah and Eli.


All of my free time seems to be spent watching our boys on some sort of field, baseball, soccer and lacrosse or driving them to their activities.


Hobbies: Baking and cooking, getting out into nature (hiking, walking, beach, lake, mountains and skiing), reading and all things health and fitness. I am a huge family person. We are a very active family with very little down time. 

Title

Office Professional

    Chelsea Kopelman

    Chelsea Kopelman

    As the marketing coordinator for Lanteigne Tailored Planning, I find ways to help connect others to financial services tailored made for them.

     

    I am married to the love of my life, Peter, and together we have 3 kids under the age of 5. We enjoy sports and staying active. I am also a professional photographer in the Carmel, IN area. 

    Title

    Marketing Coordinator