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Why Work With Redtail Financial Group

We believe in giving back to our community

At Thrivent, generosity is at the heart of who we are. Our unique structure provides resources that help our clients who are Thrivent members support the causes and communities they care about, and we’re proud to put that spirit of generosity into action right here in our local community.


Some of the local organizations our team proudly supports include:



Want to get involved? Thrivent members can explore ways to support organizations they care about through Thrivent Choice® and Thrivent Action Teams. Search the Thrivent Choice catalog to find participating local and national organizations, direct eligible Choice Dollars®, make an online donation or explore opportunities to lead a volunteer, fundraising or educational project.


Not yet familiar with Thrivent? Learn more about how Thrivent combines financial guidance with generosity programs designed to help people strengthen their communities and live with greater purpose.

Perkasie Office

Vicki Lilley

Vicki Lilley

FIC, CDFA®, BFA™

I have been with Thrivent since 2003, and I'm passionate about helping my clients - particularly women - plan for their financial future.

My three amazing kids – Aiden, Greysen & Colby – and I belong to Calvary Church in Souderton & enjoy volunteering, traveling and a good game of Dutch Blitz. I am inspired by the quote, “Perhaps this is the moment for which you have been created," and the book of Esther.

Title

Financial Advisor

State(s) Licensed
DC , DE , FL , NC , NJ , PA , SC , VA
Location

Perkasie, PA

Website
https://connect.thrivent.com/victoria-lilley
Email
victoria.lilley@thrivent.com
Phone
267-347-3477
John Roesinger

John Roesinger

FIC

Since 2004, I have been helping turn my clients' dreams into a plan allowing the possible to happen.  What is your dream… a new house, college for your children, a meaningful retirement? Let us help you make those dreams a reality.

I have lived in Doylestown, PA since 2001 with my spouse, Cindy Roesinger, who is an accomplished fine art painter. We have two grown children who reside in Pittsburgh. 

I enjoy hiking and backpack camping with my son, and volunteering on builds with Habitat for Humanity.  

Title

Financial Advisor

State(s) Licensed
DC , DE , FL , NC , NH , NJ , PA , SC , VA
Location

Newtown, PA

Website
https://connect.thrivent.com/john-roesinger
Email
john.roesinger@thrivent.com
Phone
215-206-6061
Hannah Magrum

Hannah Magrum

We’re proud to partner with Hannah Magrum, a Thrivent financial professional focused on financial planning for individuals with special needs and their families. Hannah works alongside our team when clients need specialized guidance for the unique financial considerations that can come with caring for a loved one with a disability.

She provides personalized financial guidance to people at all stages of life and holds the Chartered Special Needs Consultant® (ChSNC®) designation, the financial services industry's only designation dedicated exclusively to special needs planning.

Title

Wealth Advisor

Location

Medina, OH

Phone
330-606-8645
Sara Grogan

Sara Grogan

Sara is a dedicated Insurance Associate, bringing her passion for service and organization to every client interaction. Licensed in Life and Health Insurance, Sara provides expert guidance to help clients protect what matters most, their health, family, and financial future. Outside of work, she loves crafting, photography, and spending time outdoors with her family, cheering on her son's hockey games, and enjoying life with her beloved pets.

Title

Insurance Associate

State(s) Licensed
PA
Location

Perkasie

Website
https://connect.thrivent.com/sara-grogan
Email
sara.grogan@thrivent.com
Phone
267-347-3477
    Rebecca Dawson-Davis

    Rebecca Dawson-Davis

    Becky started with AAL, one of our predecessor organizations, in 2001. She supports our team with client service and through daily administrative and marketing operations. When not at work, she enjoys crafting, reading and spending time with her family. 

    Title

    Office Professional

      Jen Carelli

      Jen Carelli

      Jen joined our team in 2024 and supports our marketing operations. She is a graphic designer and artist who thrives on creativity. When not designing, Jen loves spending time with family, reading psychological thrillers, meditation, and painting in her studio. Jen always advocates for the underdogs, and spreads kindness to make the world a brighter, more colorful place. 

      Title

      Marketing Coordinator