




I’m Sara Mesing, Associate at Envision Financial Advisors. I support Financial Advisor Beth Kitson and Associate Financial Advisor Mark Laurent, provide support, and help keep our client information organized. I hold the FINRA Series 6, 63, and 65 securities licenses and take pride in handling the details that help our team deliver quality service.
I started my financial services career in 2021 at Thrivent, after earning my bachelor’s degree in Hospitality and Tourism Management from Purdue Fort Wayne. My background in hospitality taught me the value of strong relationships and exceptional service—skills I use every day to help clients feel confident and supported.
I love combining my service mindset with my interest in finance, making a meaningful difference for our clients. Outside of work, I enjoy gardening, spending time with my husband Paul and our daughters Oakley and Kenzie and staying active and creative. I’m an active member of St Paul Lutheran Church – Preble.
I look forward to helping you envision your financial future with confidence.
- Bachelors of Tourism, Purdue Fort Wayne
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Indiana
- Kentucky
- Ohio
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations