News and Insights
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Today, we're shining the spotlight on someone who keeps the wheels turning smoothly at Roots Financial Group: our incredible Office Manager, Elyse Gantz!
Elyse is the backbone of our team, always going above and beyond to ensure everything runs seamlessly. From organizing schedules to managing supplies, she does it all with grace and efficiency. Elyse brings warmth and positivity to the office every single day. Her friendly demeanor and can-do attitude make her a joy to work with, and we're incredibly grateful to have her on our team.
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Please join us in giving a warm welcome to the newest addition to our Roots Financial Group family, Aaron Dilliplane!
We're thrilled to introduce Aaron, who brings a wealth of experience and expertise to our team. With his passion for finance and dedication to client success, we know he'll be an invaluable asset to our company.
Aaron joins us as an Associate Financial Advisor, and we couldn't be happier to have him on board. His enthusiasm for helping others achieve their financial goals aligns perfectly with our mission here at Roots Financial Group.
Let's all extend a big virtual welcome to Aaron as he embarks on this exciting new journey with us! #NewTeamMember
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Interested in becoming a CRNA (Certified Registered Nurse Anesthetist)? Check out the podcast linked below with Natalie A. Kratzer of Roots Financial Group.
In this episode, she provides the insightful tips you need to be financially ready from your first day through graduation. You'll know what to expect as Natalie discusses financial assistance options and valuable suggestions for creating and sticking to a budget.
Please share this with a healthcare professional in your life to encourage them in taking the next brave step.
https://bit.ly/4bbmpm2
#ThankANurse
#NursesWeek2024
#Nurses
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Grace Roland is an integral part of Roots Financial Group.
Grace knows how challenging CRNA school can be, especially when it comes to navigating all the financial changes and preparing for the future.
We are proud of the guidance and support that Grace provides to hardworking nurses, and we are grateful to have her on our team!
#ThankANurse
#NursesWeek2024
#Nurses
No products will be sold. See thrivent.com/social for additional information.
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🎉 We're thrilled to introduce the newest member of our Roots Financial Group family: Jack Weitzel! 🌟 Join us in extending a warm welcome to Jack as she steps into her role as our Customer Service Coordinator. With her passion for client satisfaction and dedication to excellence, we know she'll make an invaluable addition to our team. Here's to a successful journey ahead, Jack! #RootsFinancialGroup #employeespotlight #newemployee 🌿💼👋
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We are committed to working with small business owners like you to help ensure growth, stability and preparedness. We help define your goals and secure your legacy for years to come—so you can focus on running your business.