Mainstay Financial Group | Thrivent

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At Mainstay Financial Group, our mission is to help you make wise financial decisions.

our team

Welcome to Mainstay Financial Group

Welcome to Mainstay Financial Group

We are a team of financial advisors who want to help families, individuals and business owners through pre-retirement, retirement and beyond as well as those going through a divorce who need help with the financial impact of the life change. Driven by your goals and values, we’ll draw on our industry experience to help you map out a path to a more secure financial future. We focus on investment management, risk management for life and health, and wealth accumulation.

We view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that. In addition to helping people make wise decisions with money, our goal is to inspire generosity across Eastern Iowa. Through programs like Thrivent Communities and Thrivent Choice Dollars, our members can work with us to give back to the communities we are a part of.

We serve Eastern Iowa including Cedar Rapids, Hiawatha, Marion and the surrounding areas.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 319-204-5616

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.