About Michele Traver

I am a Thrivent financial advisor with expertise in retirement income planning, insurance, and divorce financial guidance. With appreciation for the unique journey and needs of each client, I enjoy helping them discover how to successfully implement steps to meet their goals. Having worked in the financial industry since 2013, I have discovered that meeting with my clients is what I love best.


My vocation is about more than money; it is about building relationships. I understand that what people value most is family, friends, faith, and the moments invested in those relationships. Expanding my knowledge base and education is very important to me. My specialized training has included certification in extended care planning and retirement income planning, and I hold the Certified Divorce Financial Analyst designation.


Whatever your financial goals are, I understand that they are unique and personal to you. I commit to helping you build a financial strategy that incorporates your values and priorities, and I appreciate the opportunity to partner with you on your financial journey.


I have been married to Marty since 1990. We have three children and two grandsons.

Specializations

I specialize in the following areas:

  • Divorce financial analysis
  • Retirement income planning
  • Life insurance
  • Investments
  • Extended Care Planning
  • Estate strategies
  • Education funding strategies

Giving Back

I support these charities and causes:

  • Project of Hope – Wells for Ghana
  • Take Away Hunger
  • Truth Singers of Kaczinski Ministries
  • Habitat for Humanity
  • Referral Center of DeWitt
  • Right to Life
  • Humane Society
  • SILT.org
  • His Hands Free Clinic


I also participate in and lead Thrivent Action Team projects to support my community.

Professional Highlights

  • CDFA® (Certified Divorce Financial Analyst®), a designation granted by the Institute of Divorce Financial Analysts
  • RICP® (Retirement Income Certified Professional®), a designation granted by the American College, Bryn Mawr, PA
  • CLTC® (Certification in Long-Term Care), a designation granted by the Corporation for Long-Term Care Certification
  • FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association
  • LUTCF® (Life Underwriter Training Council Fellow SM®), a designation jointly granted by The College for Financial Planning® a Kaplan Company and the National Association of Insurance and Financial Advisors (NAIFA
  • National Association of Insurance and Financial Advisors (NAIFA)—National Quality Award*
  • NAIFA Leadership in Life Institute (LILI) certification


*The NAIFA Quality Award provides financial professionals the opportunity to demonstrate a commitment to excellence through performance, professional education, and industry service. For more information, see: https://tdc.naifa.org/nqa

Education and Experience

  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance License in FL, IA, IL, MT, and NY
  • Alumnus, St. Ambrose University, Davenport, IA
  • Thrivent Financial professional since 2013
Kathy Walvoord

Kathy Walvoord

I was raised in Mason City, Iowa, and graduated from the University of Northern Iowa with a degree in Marketing. I have had roles that allowed me to provide extraordinary customer service since college. I am passionate for the opportunity to get to know clients on a personal level and develop a great relationship built on service and trust. 


I appreciate the willingness of the Mainstay Financial team to allow me to thrive based on my strengths and experiences.

 

In my spare time, I enjoy time with my adult children, grandchildren, and family and friends. You can find me carving out time to scrapbook, hitting the trails on my bike, and traveling. A trip to Hawaii is top of my list!  

Title

Insurance Office Professional

Location

Hiawatha

Phone
319-204-5616
    Mark Beckman

    Mark Beckman

    Mark has more than 30 years of experience helping clients with their financial goals.

    Title

    Financial Advisor

    Location

    Manchester and Hiawatha, IA

    Phone
    319-204-5616
    Fax

    319-204-5619

      Mainstay Financial Group

      Mainstay Financial Group

      Title

      Team Practice

      Website
      https://connect.thrivent.com/mainstay-financial-group
      Phone
      319-204-5616
      Fax

      319-204-5619