Helping you grow in financial confidence as you take your next brave step.

Roots Financial Group

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.

Team Intro

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 story

Our team seeks to build long-term relationships with clients by providing transparent, holistic advice as they navigate life’s twists and turns.

Our team

Natalie Kratzer

CLF®, ChFC®, FIC, CLTC®, AA™

Financial Advisor

Beth McKinley

FIC, CDFA®, CEPA®, AA™

Associate Wealth Advisor

Aaron Dilliplane

FIC, BFA™, AA™

Associate Financial Advisor

Laura Thompson-Aue

CDFA®, BFA™, AA™

Associate

Alicia Przygocki

AA™

Associate

Diane Joiner

FIC

Support Advisor

Elyse Gantz

Office Manager

Jack Weitzel

Office Professional

How we work with you

Roots Financial Group is dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives.

father and son planting a tree view from the hole

Our solutions

SRNAs and CRNAs

Roots Financial Group helps SRNAs and CRNAs throughout the U.S. tackle their unique financial challenges and plan for the future.

LGBTQ+ community

Roots Financial Group understands that financial planning is about more than just numbers, it's about empowerment, security, and feeling supported in every step of your journey.

two men and one woman sitting together taking notes and reviewing computer

Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

About Thrivent

A different kind of financial company

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™