Helping, individuals, churches, and communities thrive.

Being financially prepared and living generously go hand in hand, and when they do, our communities thrive. We can partner with you by providing resources for:

Families and Individuals

  • Financial advice and products—We offer guidance and products to help individuals and families create a personalized strategy to help them achieve their goals.
  • BankingThrivent Credit Union (TCU) helps people achieve financial clarity by providing access to banking products and services that help bring balance to spending, purpose to saving, and intention to managing debt.

Churches and Nonprofits

  • Endowments and charitable funds—Flexible endowment fund options to help support the future mission of churches and nonprofits.
  • Investments—Customized investment management services and separately managed institutional administrative services.
  • Financial coaching—Our free one-on-one coaching, "Money Canvas", helps you and the people you serve create healthy saving, spending and budgeting habits
  • Church financing, Business banking, Christian leader webinar series

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Choose how we work together

Dedicated Planning Services  

With our comprehensive Dedicated Planning Services, you gain a partner to help build and navigate a plan that reflects your personal goals. You can be matched to a financial professional licensed to offer investment advisory services. Your financial professional will evaluate your current situation and help ensure that you are well positioned to move forward with confidence.

Financial planning can be provided as a one-time or ongoing service—whichever meets your needs.

Managed Accounts Program 

Our managed accounts program can help you get on track and stay on track to your investment goals. By offering investment advice with personalized services, our financial professionals can help you make investment decisions guided by your priorities.

Solutions-Based Strategies

We offer a wide array of solutions-based strategies to help you feel secure in your finances. These investment and insurance products are a great option for people who already have a financial plan but want to meet a recently uncovered need. Or they can be combined to form a diversified portfolio of solutions to help you meet larger goals like protecting your future, saving for milestones, taking care of loved ones, and living a life full of meaning.

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Community Outreach

We are proud supporters of the following organizations

Education & Experience

  • Bachelor of Arts in Communication Studies | CSU Northridge
  • Financial Planning | Pepperdine University
  • Masters of Business Administration | Indiana Wesleyan University
  • CFP® (Certified Financial Planner™)
  • CKA® (Certified Kingdom Advisor)
  • BFA (Behavioral Financial Advisor™)
  • CLTC® (Certified in Long Term Care)
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • State(s) Licensed: AZ, CA Insurance Lic. #0G89625, CO, FL, GA, HI, IA, IL, IN, MD, MN, NV, OH, OR, TN, TX, VA, WI


Legacy Wealth Group

Legacy Wealth Group


Team Practice

    Brandon Bouldin

    Brandon Bouldin


    Financial Advisor


    Los Angeles

      Kylie Sharfner

      Kylie Sharfner


      Insurance Associate


      Glendale, CA

      (323) 839-6205