Why Work With Redtail Financial Group
We care deeply about what is important to you, and what is unique about each of our clients. We get excited when we can help you reach your goals, and we will celebrate those wins together!
We're proud to be Thrivent Financial Advisors. At Thrivent, we view money as a tool, not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We recognize that when you have what you need financially, you're able to focus on the things that really matter, like things you enjoy doing and the people you love.
Why did we choose the name Redtail Financial Group?
Just as a hawk can track a field mouse from high in the air, we start with a high-level approach and are laser focused on helping identify the risks and weak points that can threaten your financial future.
The hawk soars effortlessly, and we strive to give you an effortless retirement by using sound planning to help remove any obstacles.
Hawks are efficient hunters, and we provide strategies to help make you more efficient with taxes and transferring wealth.
We believe in giving back to our community.
At Thrivent, generosity isn’t an afterthought. It’s a core component of our culture—a key piece of what we’ve delivered to our clients for more than 100 years. Because of our organization’s unique structure, we can equip our clients—and our own team members—with a range of resources to help them lift up the causes and communities they care about. Some of the local organizations our team supports are:
- Calvary Church, Souderton
- Fostering Hope Bucks
- Perkasie Towne Improvement Association
- Habitat for Humanity of Bucks County
- Between Friends Outreach
- Worthwhile Wear
- Hope Learning Center, Perkasie
- Pennridge Fish
Meet Our Team
Perkasie Office
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 husband & our three amazing kids – Aiden, Greysen & Colby – 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
- FL , NC , NJ , PA , SC , VA
- Location
Perkasie, PA
- Website
- https://connect.thrivent.com/victoria-lilley
- Phone
- 267-347-3477
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
- FL , MA , NC , NH , NJ , PA , SC , VA
- Location
Newtown, PA
- Website
- https://connect.thrivent.com/john-roesinger
- Phone
- 215-206-6061
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
Sara Grogan
Sara joined our team in 2022 and supports us with client service and through daily administrative and marketing operations. When not at work, she enjoys hiking, camping, and paddle boarding with her husband and 2 young kids. She also loves capturing special moments for others with her photography skills.
- Title
Office Professional