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.

Allison joined the practice in 2025 with over 25 years of experience in medical office administration. She brings dedication, organization, and compassionate leadership to every environment she serves. As an experienced office professional, she understands the importance of efficiency, clear communication, and creating a supportive space for both clients and colleagues. Allison primary tasks include client correspondence and servicing, coordinating all of our client events and onboarding our new clients to their client portals as well. She is committed to providing clients with excellent service and works hard to meet their needs in an efficient manner. Outside of the office, Allison is a proud mother of four and grandmother of two. She values time with family and enjoys vacationing in warmer destinations whenever she can.