Jay has been serving clients since 2000 and he has worked with clients of all types...those who are just starting out, pre-retirees, retirees and small business owners. Jay loves to help finances make sense for our clients and to help them put a plan in place to get where they want to be. Through collaborative discussions, a formalized process and ongoing reviews, we feel like we can help make a difference for our clients to help them achieve the goals that are important to them.

Bob served our Thrivent clients full time for over 30 years and now serves in an Associate role as a part time advisor and mentor to the team. When he's not enjoying time being Grandpa to his grandchildren, Bob still loves to roll up his sleeves and help with the collaborative planning that is required to help our clients achieve their goals.