Our Story
About Redtail Financial Group
We're proud to be Thrivent financial professionals. We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that.
Vicki Lilley
Vicki LilleyFinancial AdvisorFIC, CDFA®, BFA™

I have been at Thrivent since 2003 and I love helping individuals and families make thoughtful, confident decisions about their money. As a Financial Advisor, CDFA® and BFA™, I’m especially passionate about helping clients navigate life’s transitions, whether they’re building for the future, preparing for retirement, adjusting to a new season of life, or facing the financial complexities of divorce. And I especially love helping women!

For me, financial planning is about much more than numbers. I value getting to know the people I work with, understanding what matters most to them, and helping them create a plan that reflects their goals, priorities and values.

Outside of work, I’m mom to three amazing kids—Aiden, Greysen and Colby. I enjoy traveling, spending time with my family and friends, volunteering, and a great game night.

One of my favorite reminders comes from the book of Esther: “Perhaps this is the moment for which you have been created.” It’s a message that continues to inspire me both personally and professionally.

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John Roesinger
John RoesingerFinancial AdvisorFIC

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.  

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Rick Graber
Rick GraberFinancial AdvisorFIC, RICP®
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Hannah Magrum
Hannah MagrumWealth Advisor

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.

Sara Grogan
Sara GroganClient Service Administrator

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.

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Rebecca Dawson-Davis
Rebecca Dawson-DavisOffice Professional

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. 

Jen Carelli
Jen CarelliMarketing Coordinator

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. 

Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Big Give Back image
The Big Give BackOct 11, 2026, 4:00 AM UTC - Oct 18, 2026, 3:59 AM UTC
Online Campaign
Help us give back … BIG!Thrivent Member Network will be blessing five non-profit organizations making an impact in our local communities with The Big Give Back! Vote for your favorite Thrivent Choice Organization or Cause and help the Thrivent Member Network award $25,000 in community grants.Together, we can make a huge impact in our community with just one click!Disclosure: The Big Give Back voting will be available from 12:00am Sunday, October 11, 2026 through Saturday, October 17, 2026 at 11:59pm. One vote per person per email address during the voting period. No products will be sold. For additional disclosures, see Thrivent.com/social.Cast Your Vote: Link Coming Soon!
October Market & Economic Update image
October Market & Economic UpdateOct 13, 2026, 4:30 PM UTC
Live Webinar
Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you!No products will be sold.Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.See thrivent.com/social for important disclosures.27878-4M R9-25
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Office Location
Perkasie Location
101 N. 5th St., Ste C
Perkasie, PA 18944
Phone267-347-3477Fax877-200-8813Hours

By appointment

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 267-347-3477

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations