About Lisa Bonner

There's no place like home!

When I was a little girl, I knew I would attend The Ohio State University. After graduating from OSU, I traveled extensively, eventually relocating to Indianapolis to become a teacher and trainer.

Eventually, I met with my Financial Advisor to see about preparing to take a sabbatical to figure out what I might do next - and she asked me to consider joining her as a Financial Advisor! I didn't know what was involved with joining the profession, but my Advisor told me that she liked to hire "teachers, preachers, and cops - because they have a mind for the community and care for people." This resonated with me so well that I looked into the profession and took a leap of faith - stepping into the financial services industry!

Over the next many years, my career spanned roles in leadership, consulting, and coaching financial advisors to increase their success in serving clients. Realizing my passion for helping people find clarity in their financial lives, I saw a tremendous opportunity with Thrivent to impact clients!

I joined Thrivent in 2019 to undertake the initiative of helping clients understand the value of Thrivent, a Fortune 500 business. My practice enables me to put my purpose into action and directly impact the community by helping individuals, families, and businesses to engage with their financial lives in a planful way.

I live every day to the fullest at work and home with my husband, Philip, and our pups! My family and I regularly invest in our community and mix in time for outdoor activities, including our passion for walking the 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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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