About Our Team

The kind of financial care you deserve requires more than expert financial advice – it needs a team of people dedicated to your success.

 

We’ve partnered our top-tier advisors with a client relationship team dedicated to understanding your unique objectives and caring about what matters most to you. Behind the scenes, your operations team builds the solid foundation needed to follow-through on our commitment to you at every turn. Together, we work tirelessly to anticipate your needs, both now and for your future. 


Let us introduce you to a level of care that provides a sense of confidence you didn’t know you could have.  



Newsletter Q1 2024



Team brochure

Bellevue Office

Austen Wilson

Austen Wilson

MBA, BFA™

Austen is a proud alumnus of Pacific Lutheran University, where he earned his MBA and leveraged his 6’7” frame playing for the Lutes basketball team. In his holistic advisory approach, Austen is driven by a passion for connecting with clients and listening to their unique stories. From his experience, he recognizes that wealth lacks genuine value without good health, family, quality relationships, and faith. He aims to empower clients financially, emotionally, and spiritually, guiding them to ascend towards true wealth.

 

As a Pacific Northwest native, he finds joy in serving as an unofficial salmon fishing guide in his free time. He also enjoys reading, traveling, and cherishing quality time with his wife, Allegra, friends, and family. In his personal and professional life, Austen is guided by the philosophy that success is born out of consistency and commitment, with his personal mantra being to challenge himself and inspire others to do 1% better every day.


Title

Financial Advisor

State(s) Licensed
AL , AZ , CA Insurance Lic. #4092174 , ID , IN , MN , MS , NC , ND , NM , NY , OR , PA , SC , TN , TX , WA , WY
Location

Bellevue, WA

Website
https://connect.thrivent.com/austen-wilson
Phone
253-271-3290
Catherine Krauter

Catherine Krauter

With over 7 years of experience as a financial advisor, Caty feels called to leverage her talents and expertise in guiding clients to optimize their financial opportunities. Through her work, she finds profound fulfillment in returning to God what He has graciously bestowed upon her and feels blessed to witness clients achieve goals that align with their purpose. Caty's approach starts with recognizing the 'why.' It is essential for her to understand her clients' perspectives and motivations so that she can then use meaningful and measurable data to help them achieve their objectives. As an insurance office professional, she strives to deliver exceptional value, ensure efficient results, and serve with unwavering integrity. 

 

After taking a hiatus to raise her three children, Caty rejoined the industry in 2023. In her personal life, she treasures moments with her husband and three children. As an active church member, her heart feels most full when serving God and giving Him thanks.

Title

Office Professional

Location

Kenosha, WI

Phone
253-271-3290 , ext. 700
Andrew Schroeder

Andrew Schroeder

Andrew's extensive background in wholesaling has profoundly shaped his approach as a support advisor. Over the seven years he spent collaborating with hundreds of advisors, he saw firsthand the distinct difference in value that holistic advisors brought to their client's financial journey. Andrew is committed to partnering with his clients and he strives to provide them with the financial confidence that allows them to focus on life's genuine priorities. Or, as he likes to put it, help them bring more life into their lives.

 

From an early age, Andrew cultivated a strong dedication to serving his community. Currently, he holds the position of treasurer for the Friends of President Polk's Birthplace and actively volunteers at his church, coordinating blood drives and contributing to his local soup kitchen. In his spare time, he is an avid baseball fan (go Yankees!), an American history buff, and enjoys playing golf.

Title

Support Advisor

State(s) Licensed
PA
Location

Charlotte, NC

Website
https://connect.thrivent.com/andrew-schroeder
Phone
570-468-3012
Brian Lee

Brian Lee

In his 6 years of service as an EOD tech in the army, Brian cultivated the invaluable skill of being prepared for anything - a quality he applies to his work today as a service advisor. Having seen the importance of having a plan in his own life, he is passionate about assisting families in creating a comprehensive strategy, ensuring they are thoroughly equipped for whatever the future holds. Brian also finds great reward in exploring various scenarios with clients and witnessing the shift in their perspective from uncertainty about their retirement to excitement about the possibilities. 

 

Brian is dedicated to delivering prompt, high-quality service and demonstrates a keen eye for detail. Outside of work, Brian is a loving father to his beautiful daughter, Grace, whom he loves to take on outdoor adventures. He also enjoys hunting and fishing with his father whenever he finds time to visit him in Mississippi. 

Title

Service Advisor

State(s) Licensed
CA Insurance Lic. #4360302 , ID , MS , NC , OR , PA , TN , WA
Location

Clarksville, TN

Website
https://connect.thrivent.com/brian-lee
Phone
253-271-3290
Phil Wuerffel

Phil Wuerffel

Phil is one of the founding partners and financial advisors of Rainier Regional Group. Currently he serves as Marketing Director for the Seattle/Tacoma region of Thrivent where he oversees the onboarding and launch of new financial advisors. Leaning into his background of coaching and mentoring leaders, he works with new financial advisors to help them build and develop their practices.

Phil and his wife, along with their three children, enjoy pursuing sports activities and exploring the beautiful Pacific Northwest.

Title

Market Director

State(s) Licensed
AK , AL , AR Insurance Lic. #18157170 , AZ , CA Insurance Lic. #4094429 , GA , HI , ID , IN , KS , MA , MN , MO , MT , NC , ND , NV , OR , SC , TX , WA , WY
Location

Tacoma, WA

Website
https://connect.thrivent.com/phil-wuerffel
Phone
253-355-2438
    Nicholas Dare

    Nicholas Dare

    MBA, CFP®, BFA™

    As a Financial Advisor, Nick knows the sense of accomplishment that comes with completing extensive licensing and accreditations, but feels it just doesn’t compare to the rewarding experience of helping people reach their financial goals. By bringing forth his knowledge, expertise and communicative skills, he helps clients build better strategies that can help them navigate the journey to financial security.

    Title

    Wealth Advisor

    State(s) Licensed
    HI , ID , NY , OH , OR , SC , TX , WA
    Location

    Federal Way, WA

    Website
    https://connect.thrivent.com/nicholas-dare
    Phone
    253-686-3336
    Monty Harmon

    Monty Harmon

    Monty is an associate of Rainier Regional Group. Monty brings a wealth of knowledge from his previous experience as an accountant. In his free time, Monty is very active in his church and enjoys volunteering his time in many ways.

    Title

    Associate

    State(s) Licensed
    CA Insurance Lic. #0M05735 , FL , WA
    Location

    Olympia, WA

    Website
    https://connect.thrivent.com/monty-harmon
    Phone
    360-888-8861
      Alexandra Reeder

      Alexandra Reeder

      As a leader, Alex believes that in going the extra mile to be excellent for her team, she encourages them to extend the same level of commitment to others. She entered the financial industry in 2012, driven by a passion for connecting and coaching people towards improvement. Since joining the team in 2019, Alex has played a pivotal role in cultivating a dynamic and supportive culture by harnessing our team’s natural strengths and motivating them to bring their best for our clients.


      Many of Alex’s leadership lessons stem from her role as a parent to her son, Beck, and as a partner to her husband, Kent. Through them, she has learned the value of humility, patience, and unconditional love. Alex holds FINRA Series 6 and 63 licenses and is fluent in Mandarin Chinese. Her favorite pastimes include volunteering with her husband’s ministry, cooking, traveling, and having quality chats over coffee.

      Title

      Director of Operations

      Location

      Seattle, WA

      Phone
      253-271-3290 , ext. 702
      Ellis Holderbecker

      Ellis Holderbecker

      In her dedication to continuously raising the bar for client satisfaction, our Director of Client Experience, Ellis, employs a thoughtful blend of creativity, compassion, and analytical acumen. With previous professional experience collaborating with businesses, managing multimillion-dollar inventories, and implementing sophisticated system processes, Ellis seamlessly integrates her expertise with her passion for people. She measures success through positive client feedback, finding fulfillment in fostering meaningful connections, and transforming financial conversations into positive, rewarding experiences.

       

      Beyond her professional commitments, Ellis is an active church member and contributes to the Charleston community with her exceptional baking skills. She finds joy in interior design, hosting gatherings for friends and family, and teaching horseback riding lessons. Quality time with her husband, Cody, their dog, Riptide, and her horse, Code, holds a special place in her heart.

      Title

      Director of Client Experience

      Location

      Charleston, SC

      Phone
      253-271-3290 , ext. 01
      Kim Nash-Walker

      Kim Nash-Walker

      Kim brings over two decades of experience in the financial industry. Her extensive background includes collaborative work with investment research analysts, fintech executives, and financial advisory professionals. Within our team, Kim’s knowledge and expertise play a pivotal role in optimizing our systems and processes for seamless operations. Kim is fully licensed in securities, state and insurance allowing her to provide support with case management, daily investment transaction monitoring, portfolio model management, compliance, and due diligence documentation.

      Beyond her professional pursuits, Kim cherishes quality time with her family and friends. Some of her favorite pastimes include hiking, traveling, and attending live Christian concerts.

      Title

      Director of Investment Operations

      Location

      Salem, WI

      Phone
      253-271-3290 , ext.703
      Melissa Fellers

      Melissa Fellers

      Blessed with a natural talent for providing attentive and thoughtful care, Melissa employs her skill set to help ensure clients feel supported and advocated for throughout their financial journey. In 2021, we welcomed her to our team, impressed by her extensive background in customer service, meticulous eye for detail, and excellent communication skills. In the role of Relationship Manager, she shines at delivering prompt, proactive client care and diligent follow-up, ensuring clients can effortlessly address crucial tasks on their financial checklist.

       

      Melissa enjoys singing with her church’s praise band and attending Bible study in her free time. As a devoted wife, mother to five children and grandmother, family is central to her life. She is also passionate about promoting natural health and wellness through her knowledge as a certified aromatherapist.

      Title

      Relationship Manager

      Location

      Indian Land, SC

      Phone
      253-271-3290 , ext. 704
      Tanner Holderbecker

      Tanner Holderbecker

      In his role as Office Manager, Tanner ensures the seamless operation of our office, prioritizing the efficient handling of client inquiries and managing our advisors’ schedules for timely access. Committed to delivering exceptional care, Tanner strives to assure every client of our dedication to their success by providing quick response times and transparency. In every interaction with our team, he aims for clients to feel valued and supported as they navigate the path God has laid out for their journey.


      One of Tanner’s favorite ways to give back is as a counselor for Camp Croix’s Christian youth summer program. This camp holds special significance for him, being a cherished childhood memory and where he met his best friend and wife, Kenya.

      Title

      Office Manager

      Location

      Plymouth, MN

      Phone
      253-271-3290 , ext. 701
      Suzy Scott

      Suzy Scott

      With her natural knack for logistics and organization, Suzy enriches our team with her over 40 years of professional operations experience. She started her career journey at a start-up biotechnology company in Seattle, where she began as a science secretary. Throughout her 24 dedicated years within the company, Suzy's innate management skills led to several promotions from the executive assistant to the CEO to Senior Manager. Suzy is also an entrepreneur with her own event planning business, where she has honed her relationship-focused approach.


      Outside her professional sphere, she's a scrapbooking enthusiast, a devoted cat mother, and an active member of her large family. To give back to her community, she recently joined her local emergency preparedness team, which is focused on disaster response and readiness education.

      Title

      Executive Assistant

      Location

      Seattle, WA

      Phone
      253-271-3290 , ext. 709
      Jaynee Hartland

      Jaynee Hartland

      Jaynee joined our team in 2023 as our Marketing Coordinator, bringing with her 4 years of administrative experience in the financial industry. She utilizes Thrivent resources to champion client causes and passions in her role. She also plays a crucial role in organizing educational workshops and client appreciation events. She spearheads the marketing efforts, focusing on keeping us connected with our community through our newsletter, social media channels, and online presence.

       

      Outside of her role, Jaynee manages a small, eco-conscious farm where she grows organic produce and tends to her beloved flock of ducks and geese. She aspires to develop this passion further by establishing an animal rescue and sanctuary.

      Title

      Marketing Coordinator

      Location

      Olympia, WA

      Phone
      253-271-3290 , ext. 708
      Kellen Kranc

      Kellen Kranc

      BFA™

      Title

      Financial Advisor

      State(s) Licensed
      AZ , CA Insurance Lic. #4314001 , HI , ID , OR , WA
      Location

      Federal Way, WA

      Website
      https://connect.thrivent.com/kellen-kranc
      Phone
      253-740-6063