How we work with you

How we work with you

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Our first priority is to understand our clients’ goals and values. We offer three levels of service: life event specific financial planning, assets under management investment advice or dedicated planning. We also have a passion for charitable planning, and we currently manage many endowment funds across the country for various churches and charities. In addition, we have helped many of our clients set up their own donor-advised funds offered through Thrivent Charitable Impact & Investing™.  


Reach out to us today so we can learn about your goals and values and help you find ways to make the most of all you’ve been given. Our friendly and professional staff will confirm your appointment prior to meeting online, via phone or in person at our lovely Livonia, Michigan, or Fort Wayne, Indiana, office.  

Thrivent Charitable Impact & Investing™ is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable Impact & Investing works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans. 

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit or FINRA’s BrokerCheck for more information about Thrivent’s financial advisors.