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Providing the U.P. with Financial Clarity

With 40+ years of combined experience and expertise in this industry, our entire team will help guide you through every step of your financial journey. As Financial Professionals, we can assist you with financial planning, retirement, asset management, and so much more. We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you obtain financial clarity.


In addition to helping individuals and families be wise with money, our goal is to help inspire generosity throughout the Upper Peninsula Communities. Through programs like Thrivent Action Teams, Thrivent Builds and Thrivent Choice, our members can work with us to give back + live generously.

To learn more about the privacy of your information, visit our privacy policy.

Marquette Office

Phone:
(906) 273-0040
Fax:
(866) 853-6103

Hours

Monday: 9:00am - 4:00pm

Tuesday: 9:00am - 4:00pm

Wednesday: 9:00am - 4:00pm

Thursday: 9:00am - 4:00pm

Friday: By Appointment Only

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Escanaba Office

Phone:
(906) 786-9000
Fax:
1 (866) 853-6103

Hours

Monday: 9:00am - 4:00pm Tuesday: 9:00am - 4:00pm Wednesday: 9:00am - 4:00pm Thursday: 9:00am - 4:00pm Friday: By Appointment Only