About Ramiro Paz

I’ve been in the financial services industry since 2015 after eight years in accounting and auditing. I love helping individuals and families combine their values and blessings into a detailed plan that helps enable them to reach their goals. I take pride in learning about their goals whether it be saving for retirement, retirement planning, protecting the future, etc. My long time passion has been for increasing the financial knowledge or wellbeing of those around me. Before Thrivent, I volunteered with various organizations to provide financial guidance to adults and students. It’s through these volunteer roles, I found my calling. My wife Naomi, our two girls, and I are members of Good Shepherd Church in West Bend, WI. In our less busy time, we enjoy spending time with family & friends, volunteering, and playing sports. I also volunteer with Casa Guadalupe, Good Shepherd, Volunteer Center, and several other wonderful organizations across the West Bend and Waukesha areas.

Giving back to Washington & Waukesha Counties

  • Past Board President, Current Board Member, Casa Guadalupe Education Center, Inc.
  • Board President, Kettle Moraine Jr. Chargers Fastpitch
  • Board Member, Kettle Moraine YMCA
  • Past Board Member, Aurora Family Services
  • Past Evangelism Board Member, Good Shepherd Church

Sponsorships include, but not limited to, Schauer Arts Center in Hartford, Pink Pumpkin Run in Hartford, Pedal Moraine in West Bend, Casa Guadalupe Education Center, Inc, Kettle Moraine YMCA, and Good Shepherd Lutheran Church & School.

Education & Accomplishments

  • FIC – Fraternal Insurance Counselor
  • CLTC – Certified in Long-Term Care
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
  • Bachelor of Business Administration in Accounting, UW-Whitewater
  • Master of Professional Accountancy, UW-Whitewater
Lakefront Group

Lakefront Group


Team Practice