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Why Work With Redtail Financial Group

Retirement Planning: Your personalized strategy

We care deeply about what matters to you and what makes each of our clients unique. Your goals are our goals, and we find joy in helping you achieve them. We’ll be right there to celebrate those successes together! 


We start with getting an understanding of your full financial picture, then focus on the risks and weak points that can quietly derail a plan — taxes, timing decisions, income gaps, and life transitions. Our approach is proactive, organized, and designed to help you feel supported, not overwhelmed.


We see money not as an end goal, but as a tool that helps you live a life full of purpose. We know that when your financial needs are met, you can focus on what truly matters - enjoying the things you love and spending time with the people who mean the most to you.


Divorce Planning: Implementing your settlement with confidence

Divorce creates financial decisions that can feel heavy — especially once the settlement terms are known and you need to put everything into motion. Vicki has a special passion for helping clients in the post‑settlement phase organize accounts, plan cash flow, make tax‑aware decisions, and build a long-term strategy for this new chapter, with ongoing guidance so you don’t have to figure it out alone.


We believe in giving back to our community.

At Thrivent, generosity is at the heart of who we are. It’s woven into the fabric of our culture and has been for over 100 years. Our unique structure allows us to provide resources that empower both our clients and team members to support the causes and communities they care about. Some of the local organizations we proudly support include:

 

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, camping 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 , 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 , 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
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