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.
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.
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Nikki joined the team in February 2025 and offers remote support to our practice focusing on client relationships. Nikki's role includes helping organize events, scheduling, and general communications in the practice. She has a genuine passion for helping create an exceptional client experience. Nikki's favorite part of her role is being able to interact with our amazing clients on whatever their needs may be.
Nikki lives in beautiful Ventura County, CA with her husband Matt. When she is not at home she can be found visiting their vacation home in Lake Havasu City, AZ —because sunshine, boat days, and floating with friends are non-negotiables for them. Nikki is a coffee-fueled mom of two on a broad spectrum with one prepping for college and one mastering second grade. Along with that she has three awesome grown step kids and two dogs who keep life fun and fresh. Nikki loves to travel, laugh (A LOT), and put family at the center of everything. She labels her life "a beautiful chaos" and wouldn't have it any other way.
Or call us directly: 949-835-4001
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.