Our mission is to help individuals and families define their core values and create financial plans that prioritize what matters most to them, guiding them through life’s milestones.
Our mission is to help individuals and families define their core values and create financial plans that prioritize what matters most to them, guiding them through life’s milestones.
Our story
It inspires and humbles us to help families make their dreams a reality. The joy we experience in being part of the journey that leads to sending kids to college, becoming financially independent, and creating significant gifts for children and charity feeds our souls. We consider our clients an extension of our families.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events

2026-10-03T16:00:00
Love Orange (Volunteer Event)
Join us for a volunteer event where we’ll create no-sew fleece blankets for Marines at Camp Pendleton and serve our local community together. If you’re interested in volunteering or would like more information, please reach out to our office—we’re happy to provide additional details.

2026-11-07T17:00:00
Love Irvine (Volunteer Event)
Join us for a volunteer event where we’ll create no-sew fleece blankets for Marines at Camp Pendleton. A great opportunity to give back and connect with others. If you’re interested in volunteering or would like more information, please reach out to our office—we’re happy to provide additional details.
Office information

Operating Hours:
Monday through Friday 9am - 5pm









