About Mountain Financial Group
Our team works to accomplish a few simple things – to know you well, provide guidance that puts your needs first, and help you accomplish your financial goals.
At Mountain Financial Group we incorporate strategies that include risk management, retirement planning and distribution, tax considerations, and diversified investments. As a team, we can help ensure that nothing gets missed. Our perspectives and personalities bring a great, balanced approach to the advice process. And at the end of each time we meet, we want you to leave feeling like a weight has been lifted off your shoulders. Life’s big moments like getting married, having kids, and celebrating birthdays are just as important to us as your finances. We’re here to build lifelong relationships.
We look forward to getting to know you better so that we can be a resource for you in securing your financial future.
Meet Our Team
Brett loves refining and perfecting the inner workings of a financial plan. His attention to detail was born as a technician for the Monster Energy Pro Circuit Kawasaki professional motorcycle racing team. Eventually, he moved into financial services at Wells Fargo to use his degree in Business Finance. He was quickly tapped on the shoulder to come onboard at Thrivent. Brett is energized by conversations about investments, tax strategies, and all things retirement planning.
- State(s) Licensed
- AZ , CA Insurance Lic. #0L70721 , FL , HI , IA , ID , MI , MN , NE , NV , OH , TX , WA
David is proud to be a Thrivent Financial Advisor. He is passionate about creating financial strategies for our clients. He focuses on taking complex concepts and presenting them in a way that is easy to understand and implement.
David feels strongly that every person/family, regardless of size or income, needs and deserves the best financial guidance possible.
As your guide in the process of defining and accomplishing your goals, there are a few values that permeate everything that David does: Integrity through transparency, the importance of family, proactive financial management, and creating a pathway to achieve your goals. In all of this David promises to honor you, your goals, and what you decide is best for you and your family.
When David is not in the office he loves spending time with his family, kids, and grandkids. He also has a passion for playing golf, woodworking and cooking. David is married and together they enjoy visiting New Hampshire and spending time on Lake Winnipesaukee with their New England family.
- State(s) Licensed
- AL , AZ , CA Insurance Lic. #4012222 , CO , GA , ID , IL , MA , ME , MN , NC , ND , NH , OR , SD , TX , VA , WY
Kim joined the team in June of 2022 and offers remote support to our practice. Kim's role includes helping organize events, client scheduling and general communications. Kim also became insurance licensed in January of 2023 and is now learning the ropes of this area of our business.
Kim loves working for Thrivent and being our main support resource for clients in our practice. She has a genuine passion for helping create an exceptional client experience.
Kim's favorite part of her role is being able to help and interact with our clients on whatever their needs may be.
Kim has been married to her wonderful husband Alex for 6 years and they have two amazing children, Logan age 5 and Ava age 1. Kim is based out of Canyon Lake, Ca. Her and the family love getting out to enjoy the lake the surrounding areas. They enjoy anything and everything they can find to do outdoors!
Licensed Office Professional
Remote Practice Support