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At Rooted Financial Advisors, our mission is to help you make wise financial decisions.
our team
Faith in Motion!
Faith in Motion!

We believe everything we have is a gift from God! With what He has entrusted to us; we desire to give back and bless others. This includes participating in leveraging our member benefits such as Action Teams, Choice Dollars and MORE!

Have you considered how to be a blessing to others and utilize all the benefits at Thrivent to be an extension of the hands and feet of Jesus?! You too can be able to give back in unique and creative ways with not only your own resources, but with Thrivent's as well. How many other financial services companies not only encourage their clients but actively seed those opportunities?!

If you have ways to incorporate generosity into your own lives and have stories to share, please reach out as we would love to create a space where others are inspired, encouraged and activated with their faith to give back in creative ways! Let the work we do, be blessed to plant deep Roots that produce life-giving fruit for generations to come!

This photo was a part of Crossroads Church Thanksgiving Meal Pack for local families last year where with Thrivent's support we were able to deliver 10 families a meal for Thanksgiving! Praise God!

Let's put your plans in motion
Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

Whether you are ascending a mountain in life or making the way back down. It is important to have a plan, communicate the plan to others, adjust as conditions change, and enjoy the view! Our proven philosophy and processes have helped many live lives full of meaning and gratitude!

We truly are a company that helps our clients understand, Where Money Means More! More to do, give, go and bless! More for the people, causes and organizations you care most about!

Reach out today to ensure the goals you have are likely to come to fruition no matter the terrain or environment!

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Cincinnati Location
3825 Edwards Road Suite 103
Cincinnati, OH 45209
Phone859-667-1189Hours
M – F: 9 a.m. – 5 p.m.

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: 859-667-1189

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.