Our Story
Our story

Welcome to Legacy Group, where our story is rooted in a shared passion for empowering individuals from all walks of life to feel financially confident and secure. Nestled in the breathtaking landscape of the Pacific Northwest, our team of dedicated financial advisors is driven by a common mission: to positively impact our clients and communities alike. 

Our journey began with a simple belief—that everyone deserves access to personalized financial guidance that empowers them to pursue their dreams and build a legacy that extends far beyond their own lifetimes. With this vision in mind, Legacy Group was born, bringing together a diverse team of professionals united by a commitment of guidance, transparency and service. 

  • We will seek to understand your unique needs so we can create a financial plan that aligns with your goals and prioritizes what matters most to you. 
  • We provide guidance through every stage of life. Whether you’re just starting out, building a foundation, or nearing retirement, we can help you take on the challenges and opportunities life gives you.
  • We’ll help you develop a financial plan that enables you to stay focused on your goals and priorities. 
  • We’re passionate about giving back and helping our clients do the same. Ask us about our generosity programs and charitable planning options. 

As advocates for financial literacy and empowerment, we believe that true success is measured not only by the wealth we accumulate but by the lives we touch and the communities we serve. That's why giving back is at the heart of everything we do. From supporting local charities to volunteering our time and expertise, Legacy Group is dedicated to making a meaningful difference in the places we call home. 

Join us on our journey as we continue to empower individuals and families to take control of their financial futures and create legacies that last for generations to come. 

Legacy Group our story image 1
Bruce Schmitt
Bruce SchmittSenior Market Director - Affiliated with the Legacy GroupCLF®, FIC, BFA™

Bruce began his Thrivent career in Montana in 1987 and moved to Spokane in 1994, where he has been ever since. He loves working for a company that gives him the opportunity to positively impact people’s lives and openly live his faith and values. 

Bruce earned a bachelor’s degree in business from Rocky Mountain College in Montana. Over the years, he has served on many teams that help create and implement training for financial advisors. He has also worked in leadership for several years and has helped many new financial advisors launch their careers.  

Whether he’s helping out at church, volunteering at local schools or supporting nonprofit organizations, Bruce loves to be active in his community. He and his wife, Kendra, have two daughters and twin grandsons. Bruce is an avid outdoorsman and enjoys spending time in the mountains and on the water.  

Bruce Schmitt is affiliated with the Legacy Group as a senior market director. A Sr. Market Director is a leader in recruiting efforts and responsible for the launching of new financial advisors, as well as being a mentor to other directors.

Tes Sturges
Tes SturgesMarket Developer - Affiliated with the Legacy GroupCLTC®, BFA™

Tes joined Thrivent in 2021 and enjoys working with clients to plan for their financial future. She also loves helping new financial advisors launch their careers. 

Tes has a bachelor’s degree in business administration with an emphasis in management. She also has a master’s degree in accounting with a tax emphasis and is a graduate of Pacific Coast Banking School.  

When not at work, Tes enjoys camping, reading, cooking and doing remodeling projects. She has two grown children, Chase and Courtney.  

Tes Sturges is affiliated with the Legacy Group as a market developer. Market Developers provide dedicated resources to search, develop and launch talent as financial advisors.

Joel Brown
Joel BrownEngagement Leader – Affiliated with the Legacy Group

Joel started working for Thrivent in May 2024. He primarily works from Legacy Group’s Spokane office but also supports Eastern Washington, North Idaho and Western Montana. Before joining Thrivent, Joel spent 20 years in leadership roles for social services and non-profit organizations, most recently serving as director of ministries for Union Gospel Mission in Spokane, Washington.  

Joel has a bachelor’s degree from Western Washington University and a master’s degree in teaching from Gonzaga University with a focus on elementary and middle school education. In addition, he serves on the board of directors for NAOMI Community, which is a safe haven for mothers, daughters and children enduring trauma. 

In his spare time, Joel loves gardening, reading, soccer and spending time with his wife, Lydia, and their three teenage children.  

Joel Brown is affiliated with the Legacy Group as an engagement leader. Engagement leaders provide dedicated resources allocated to strategically invest financial advisor practices interested in building opportunities, deepening relationships and creating experiences which result in client growth.

Shane Austin
Shane AustinFinancial AdvisorCFP®, FIC, BFA™

Shane joined Thrivent in 2022 and feels blessed to work for an organization where he can build long-term relationships with clients and help them make the most of all they’ve been given.  

Shane earned a bachelor’s degree in family ministry from Hope International University. Before joining Thrivent, he worked for Alaska Airlines from 2009 to 2012 and then served as a pastor at Real Life from 2010 to 2022.  

Married for 15 years, Shane and his wife, Jessie, have three kids: Esme (11), Declan (9) and Adah (7). When he’s not at work, Shane loves spending time with his family—especially on their boat in the summer. He also loves hiking, fishing, basketball, golf and good coffee. Shane supports multiple nonprofits and serves at his church.  

Book a meeting with Shane Austin

Kevin Peterson
Kevin PetersonMarket DirectorBFA™

Kevin joined Thrivent in 2022 because of our organization’s values and commitment to generosity. He loves working with colleagues and clients who share his faith. Kevin also feels blessed to work for a large company that enables its clients to participate in generous works for communities across the country.  

Prior to joining Thrivent, Kevin spent 32 years in education as a teacher, principal, executive director and assistant superintendent. He has a Doctor of Education degree in educational leadership. Kevin serves on the Whitworth University Master’s in Financial Planning Advisory Board and is part of the Whitworth University Community Chorale. He’s also on the St. Luke Lutheran Church Vision Team and is a past president of the St. Luke Lutheran Church Council.  

Kevin is married and has three adult children. Outside of work, he enjoys spending time with family, boating and golfing. 

Book a meeting with Kevin Peterson 

Julie Nelson
Julie NelsonSenior Administrative Assistant

Julie started at Thrivent in 2016. She loves the people she works with and feels like the Thrivent community is an extension of her family. Prior to joining Thrivent, Julie was an athletic office administrator, a Sunday preschool teacher and a head varsity volleyball coach for 20 years.  

Julie and her husband, Spencer, have four children and multiple grandchildren. Outside of work, Julie enjoys spending time with her family, playing volleyball, hiking, weight training, biking and wine tasting.  

Crystal Holguin
Crystal HolguinSenior Administrative Assistant

Crystal started at Thrivent in 2024. She graduated with a bachelor’s degree in humanities with minors in international studies, diversity studies, and great books and ideas from California State University, Chico.

Crystal and her husband, William, love to travel. She also enjoys going hiking with her dogs, reading, cooking and watching football — especially the 49ers!

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 509-924-2530

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.