No matter where you put down roots, we’re here to help you flourish in life. Roots Financial Group provides both financial direction and support for those taking their next brave step. And as your situation evolves and your needs change, we’ll continue to help you make the most of all you’ve been given.
Roots Financial Group offers personalized financial guidance to people of all ages and life stages. But there’s more. Our unique background helps us provide specialized financial advice and strategies for those pursuing certified registered nurse anesthetist (CRNA) school, student nurse anesthetists and CRNAs. We also specialize in helping members of the LGBTQ+ community facing complex life circumstances that complicate their finances.
We believe you deserve the opportunity to pursue your life’s purpose, and we’re here to help. Give us a call today to get started.
No matter where you put down roots, we’re here to help you flourish in life. Roots Financial Group provides both financial direction and support for those taking their next brave step. And as your situation evolves and your needs change, we’ll continue to help you make the most of all you’ve been given.
Roots Financial Group offers personalized financial guidance to people of all ages and life stages. But there’s more. Our unique background helps us provide specialized financial advice and strategies for those pursuing certified registered nurse anesthetist (CRNA) school, student nurse anesthetists and CRNAs. We also specialize in helping members of the LGBTQ+ community facing complex life circumstances that complicate their finances.
We believe you deserve the opportunity to pursue your life’s purpose, and we’re here to help. Give us a call today to get started.
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Events
2026-02-12T23:15:00
More Than One Place to Call Home: Planning Global Residency & Citizenship Options
Are you thinking about how life might look beyond your current borders? Whether you’re curious about qualifying for residency or citizenship in another country or simply want to understand what’s possible for the future, this session will help you explore your options. With immigration policies evolving worldwide, is it still realistic to plan for flexibility?
You are invited to join Roots Financial Group's Associate Wealth Advisor Beth McKinley (she/her) and guest speaker Dan Brotman (he/him), Senior Advisor at Arton Capital, for an informational webinar, “More Than One Place to Call Home: Planning Global Residency & Citizenship Options”
Dan will discuss practical strategies for creating legal pathways to live abroad, without needing to make an immediate move. He'll also explore considerations for affirming approaches, helping to ensure that planning for global mobility feels accessible and relevant to everyone.
About Dan Brotman
Boston-born Dan Brotman (he/him) is a journalist and global mobility professional, with an academic background in international migration from the London School of Economics. He previously founded a regional community immigration program in Canada, currently works in the investment migration space, and has immigrated three times himself. Drawing on both policy insight and lived experience, he offers a clear, practical perspective on today's global mobility options. He is currently based in Montreal, Canada.
No products will be sold. See thrivent.com/social for additional disclosures.
2026-03-10T18:00:00
Rethinking Retirement Tax Planning
Tuesday, March 10 at 1 p.m.
Tuesday, March 10 at 7:30 p.m.
New Strategies to Keep More of Your Money
Are you curious how tax law changes now can affect your retirement savings and your future legacy? Then consider attending this event. Join Ed Slott for a lively discussion during Rethinking Retirement Tax Planning and gain strategies you can use to help reduce or eliminate taxes now and in the future.
No products will be sold. Ed Slott is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Ed Slott are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 6055975.1
2026-03-17T18:00:00
Retirement, Reimagined: Grow and Protect Your Wealth
Tuesday, March 17 at 1 p.m.
Tuesday, March 17 at 8:30 p.m.
Wednesday, March 18 at 2 p.m.
Join us for a conversation with David Blanchett and Michael Finke as they discuss a guide to reimagining retirement—focusing on how to grow and protect your wealth for the years ahead. They will share practical strategies and fresh perspectives on asset location, Social Security timing, and tax‑efficient withdrawals. You’ll learn how to adapt your plan to changing markets and feel confident about your financial future, with insights that go beyond the numbers to help you make smart, lasting decisions.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 8562564.1
News and insights
Friends of Lantern Hill | Mexico
🌟 Giving Back, Together. 🌟 This week, Natalie and her child are volunteering with Friends of Lantern Hill (https://www.friendsoflanternhill.org/), an incredible organization working to break the cycle of poverty and provide hope for children in Ensenada, Mexico. Right now, they’re collecting much-needed supplies for the children they serve—and it’s easy to help from wherever you are! 🛒 Want to join us? Check out their Amazon Wish List to send art supplies, books, or everyday essentials directly to the children of Lantern Hill: https://www.amazon.com/hz/wishlist/ls/3E3O38ZCNS5W6?ref_=wl_share At Roots Financial Group, we believe that living generously can change lives—both in our neighborhoods and around the world. Let’s show up for these kids together. 💛 #RootsFinancialGroup #LiveGenerously #FriendsOfLanternHill #Community #GivingBack #Volunteer #ChildrensCharity #HarrisburgPA #Hummelstown #MakeADifference For additional disclosures and information please see thrivent.com/social Friends of Lantern Hill is not affiliated with nor endorsed by Thrivent.
Office information
Operating Hours:
Monday 9:00AM - 4:00PM EST
Tuesday 9:00AM - 4:00PM EST
Wednesday 10:00AM - 6:00PM EST
Thursday 10:00AM - 6:00PM EST