About Lisa Bonner

There's no place like home!

From a young age, I knew I would attend The Ohio State University…and I did. After graduating, I traveled extensively before settling in Indianapolis to work as a teacher and trainer. When I met with my Financial Advisor to plan a sabbatical, she encouraged me to consider becoming an advisor myself. She told me she hires “teachers, preachers, and cops” because they care deeply about their communities. That resonated with me, and I took a leap of faith into financial services.

My Journey

Over the years, I served in leadership, consulting, and coaching roles, helping other advisors grow and succeed. I discovered a passion for guiding people toward clarity in their financial lives and saw a powerful opportunity to make an impact with Thrivent. In 2019, I joined Thrivent to help clients understand the value of working with a Fortune 500 company. Today, my practice allows me to live out my purpose of supporting individuals, families, and businesses in engaging with their financial lives intentionally and confidently.

Personal Life & Values

Live in Indianapolis with my husband, Philip, and our pups
Invest in our community and enjoy outdoor activities
Passionate about walking local trails, gardening, and traveling

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

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

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

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

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 Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.