Our story
Our story
Raeann started her career with Thrivent in 1994 in Fort Wayne, Indiana. She quickly found success, and in 2000, she moved her practice to Livonia, Michigan, and continued to share her financial wisdom with a growing number of clients. In 2004, Raeann was the first woman to become one of Thrivent’s top 25 Pinnacle Council financial advisors*. Her son-in-law, David, joined Thrivent in Fort Wayne in 2008, and her son, Rick, began working at Thrivent in Livonia in 2010. In 2020, Raeann, David and Rick decided to form one team named Legacy Consultants.
Our name is significant for two reasons. First, we are dedicated to helping clients make the most of their assets and protect their income so they can plan a legacy that continues supporting the churches, charities and people they love long after they’ve gone to heaven. Second, this practice is a part of Raeann’s personal and professional legacy. If she ever decides to retire, she wants Rick and David to continue her tradition of striving to offer outstanding, faith-forward client service.
*Pinnacle Council is a sales recognition at Thrivent. Qualification based on prior year production. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance.