Why Work With Redtail Financial Group
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!
As Thrivent Financial Advisors, we see money not as an end goal, but as a tool—a tool that helps you live a life full of purpose and gratitude. We understand 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.
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 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:
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
- DC , 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
- DC , 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
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