Helping, individuals, small business owners 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.
Banking—Thrivent 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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Community Impact

We are proud supporters of the following organizations

Board Member | Door of Hope
Scholarship Chair | HOPE Community Development Center
Pastoral Leadership Training in Iloilo City, Philippines
Reach Up Reach Out in Tororo, Uganda
Habitat For Humanity of Greater Los Angeles

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

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.