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Lisa Faith Bonner

Advisor Image
Lisa Faith Bonner
Financial Advisor
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CLTC®
Higher Education Planning
Women's Markets
Farmers
Tax Efficient Planning
Retirement Planning
Financial Guidance with Purpose
Financial Guidance with Purpose

I believe great financial advice should feel clear, personal, and grounded in what truly matters to you. As a Financial Advisor, I help individuals and families make confident financial decisions—so they can move forward with clarity and purpose. My work is centered on thoughtful planning. That means going beyond investments to look at the full picture: income strategies, tax efficiency, risk management, and long-term goals.


Every recommendation I make is guided by a commitment to you.


A Clear, Personalized Path Forward


Clients often tell me they appreciate my straightforward approach and my ability to explain complex financial topics in plain language. I don’t believe in one-size-fits-all solutions. Instead, I take the time to understand your priorities, your concerns, your values, and the life you want to live, then design a plan that aligns your money with those goals. In my practice, the focus is on smart planning, steady guidance, and long-term relationships. Whether you’re preparing for retirement, transitioning into it, or simply seeking a clearer strategy, my role is to help you move forward with confidence—knowing you have a plan built for you.


Personalized Service Built Around You


When you work with me, we begin with conversations that help clarify what is important to you. I take time to understand your preferences, needs, and priorities so we can explore financial strategies that align with your situation. Through education and collaboration, I outline options and explain how they work, helping you evaluate the potential benefits and considerations of each choice so you can make informed decisions about your financial future.

Ready to Take the Next Step?
Ready to Take the Next Step?

I'm Here to Help


If you would like to discuss your financial goals or explore available planning options, I am here to help. Whether you are beginning to think about your long‑term objectives or revisiting an existing plan, we can start with a conversation about what matters most to you. My goal is to provide information and guidance to help you navigate your financial decisions with greater clarity and understanding.

Contact Me


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Meet the Team
Meet the Team

Kristen Mohler, Office Professional


I bring a lifelong connection to the financial services industry and a strong commitment to client service in my role at Thrivent. I was introduced to this work at an early age through my father, a Thrivent financial advisor who has served clients throughout Northwest Ohio for more than 20 years. During high school, I spent several summers working as an Office Professional in his practice, gaining early experience in client service and daily operations. I have had the opportunity to attend many Thrivent-sponsored events and participate in community action teams to make a positive impact in my community.


I earned my bachelor’s degree from The Ohio State University and my master’s degree from Boston University, and I am a Registered Dietitian. I am pursuing licensure as a financial advisor and aim to partner with Lisa on her advisory team. In my current role, I serve as Lisa’s primary administrative and client service partner. I manage day-to-day client communications and scheduling, including phone support, calendar coordination, email triage, and follow-up. I take pride in providing a high level of service with strong attention to detail, helping ensure every client experience is seamless, responsive, and professional.


I live in the Columbus, Ohio area with my husband, Trevor, and our two dogs, Leroy and Jolene. Outside of work, I enjoy cooking, reading, thrifting, spending time outdoors with my dogs, and cheering on The Ohio State Buckeyes.

Lisa Bonner - Qualifications and Licensing

I maintain the professional qualifications and state licenses required to offer financial services where I am authorized. Below is an overview of my credentials and the states in which I am currently licensed.

My qualifications
  • Bachelors, The Ohio State University
  • Finance, The College for Financial Planning – Accredited Asset Management Specialist (SM)
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • California(Insurance Lic. #4300812)
  • Florida
  • Indiana
  • Kentucky
  • Michigan
  • Ohio
  • Pennsylvania

Insights

What is a multi-year guaranteed annuity (MYGA) & how does it work?
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty? 1. Certificate of deposit (CD) 2. High-yield savings account 3. Multi-Year Guarantee Annuity (MYGA) If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you. 36386k
Insight image
💛 A great afternoon around The Big Table! This week, Kristen and I had the opportunity to attend The Big Table at The Columbus Foundation. Our conversation focused on Research on Kindness: What We’ve Learned & Shaping What’s Next and explored how kindness and social connection can help strengthen our relationships and our communities. It was a wonderful reminder that making an impact can start with something as simple as connecting with others, listening, and choosing kindness. We’re grateful for opportunities like this to step outside of our everyday work, learn from others in our community, and be part of conversations that help make Central Ohio an even better place to call home. 💛 #TheBigTable #TheColumbusFoundation #Community #Kindness #LiveGenerously
How the cash value of life insurance works
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Office location
Office Location
New Albany Location
6650 E Walnut Street
New Albany, OH 43054
Phone740-587-5298Hours

By appointment, Monday - Thursday, 10:00 AM - 5:00 PM

Also available via virtual meetings.

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.

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