Purpose Driven Wealth

(970) 330-7411

We aspire to help clients who seek to lift financial burdens off their shoulders, and our vision is that they turn to us as their guide for finding provision, contentment and enjoyment.

Team intro

Our story

How we work with you

We exist to help you achieve financial clarity and navigate the numerous transitions you’ll experience throughout your life. The advice our practice delivers is based on biblical principles and wisdom.

Our team

Clint Jasperson

CFP®, FIC, RICP®, CKA®, CEPA

Wealth Advisor

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Alyssa Davis

Associate

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Zach Slayton

Associate

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Peyton Thomas

Insurance Support Associate

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Lindsay Kimbrell

Operations Manager

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Lotem Sella

Investment Analyst

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Office information

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Address:

355 Eastman Park Dr Ste 201
Windsor, CO 80550

Phone:

(970) 330-7411

Operating hours:

Monday through Friday 9am - 4pm

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News and insights

Join the Thrivent Member Network for Home For The Holiday, a Virtual Christmas Concert featuring Grammy®️ Award-winning artist, Chris Tomlin. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This on-demand concert is available for two weeks only, December 10-24, 2023. You can register here: https://www.itickets.com/events/476262?utm_source=TMN&utm_content=TMN&referrer=TMN

An RMD is the minimum amount of money you must withdraw from a tax-deferred retirement plan annually after you reach a certain age. With the passage of the SECURE Act 2.0, the age requirement increased. The IRS made the change because people are living longer and are drawing on retirement money for a longer time. -If you turn 73 before 2033, your RMD age will be 73. -If you turn 74 after 2032, your RMD age will be 75. -If you turn 72 in 2023, your RMD is due in 2024 with no RMD for 2023. Managing RMDs should be part of your retirement planning. If you're nearing retirement age, work with your Thrivent financial advisor to calculate your RMDs. You can read more here: https://www.thrivent.com/insights/retirement-planning/whats-an-rmd-and-how-does-it-affect-retirement-savings For additional disclosures, see thrivent.com/social.

Financial advisors help clients with life stages and more, providing them with a nuanced understanding of how finances can be managed effectively across any situation. By leaning on their experience, you can feel more confident that you're making prudent choices that keep you on track toward your goals. If you're thinking about getting professional financial guidance but don't know if it's right for you, consider a no-obligation call or meeting with a financial advisor in your area. They're available to answer any questions you may have, help you where you are today and to help you get where you want to go in the future. You can read more here: https://www.thrivent.com/insights/financial-planning/3-reasons-why-you-should-work-with-a-financial-advisor For additional disclosures, see thrivent.com/social.

About Thrivent

Helping you follow your heart

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

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.