The Groleau Financial Group

At The Groleau Financial Group, we believe in more than just managing finances; we prioritize:

Building lasting connections with our clients.

Guiding individuals and families through every stage of life.

Planning for the future and navigating unexpected challenges.

Empowering our clients to make informed decisions that align with their unique goals and aspirations.

Our team is here to provide tailored solutions to help you achieve your financial objectives. We’d love to learn about your needs, so contact us today to schedule a consultation.

Team Intro

At The Groleau Financial Group, we believe in more than just managing finances; we prioritize:

Building lasting connections with our clients.

Guiding individuals and families through every stage of life.

Planning for the future and navigating unexpected challenges.

Empowering our clients to make informed decisions that align with their unique goals and aspirations.

Our team is here to provide tailored solutions to help you achieve your financial objectives. We’d love to learn about your needs, so contact us today to schedule a consultation.

Our story

We don’t like to define ourselves or our clients. We allow our clients to define us. In addition, we strive to build strong relationships and offer a level of service that speaks for itself. The Groleau Financial Group works as a team so we can serve a broad range of clients wherever they are on their financial journey.

At The Groleau Financial Group, we also understand that our clients’ needs vary. If you choose to work with us, we will gather information and complete a thorough analysis of your current situation. Then we will present our recommendations to you in a straightforward, action-based way.

To learn more about working with us, please reach out to schedule a complimentary 45-minute introductory meeting to see if we are a good fit to work alongside you.

A team of financial professionals smiling at the camera

Our team

Sarah Groleau

FIC, RICP®

Financial Consultant

Mark Haglin

ChFC®, CLU®, FIC

Financial Associate

Christy Alvord

MBA, FIC, BFA™

Financial Advisor

Robert O'Neill

MBA

Financial Consultant

Gretchen Johnson

FIC

Associate

Nicholas Hintz

Associate

How we work with you

Before we can begin developing your personal financial plan, we need to know your story. What are your financial hopes, fears and intentions? Our team members will meet with you to help uncover the answers and create a financial plan that's right for you.

Once we’ve made initial introductions, we’ll follow-up and deliver concise feedback. We will also pair you with a member of our team who’s right for you. From there, we’ll work together to craft a tailored financial plan aligned with your needs, values and long-term goals.

A couple sitting at a table with a woman looking over a document

Our solutions

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.

Insurance

Insurance helps protect what matters most—from your loved ones to your livelihood.

Investments

At Thrivent, we believe money is a tool—not a goal.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.