About Sarah Steele

About Sarah Steele

I am proud to be a Thrivent Financial Professional. I have the joy of being able to work with people from all walks of life. I will help you truly understand your own financial situation and the opportunities in front of you to accomplish your financial goals. I have always had a deep desire to teach, mentor, and serve others - which I thought would result in a career as a college professor. Once I discovered the opportunity to do all three of those things as a financial associate, I realized it is my calling.

I have a deep sense of justice, ethics, and transparency in my work and all things connected to finance. As a child, I can specifically remember rolling coins and talking about how we prioritized our spending as a family. My ability to empathize as well as effectively prioritize a budget means that you will know where each of your dollars will go and how it is helping you accomplish your goals.

As a former varsity and college athlete as well as a girl's lacrosse coach, I see a strong relationship between coaching and finances. I strive to be my clients' financial coach. While you are the star athlete making each decision on the field, I am here to guide you and call the plays from my playbook. Together, we form a team of people who are all focused on working in unison on your financial plan. My goal as your financial coach is to get you from where you are today to where you want to be in the future as effectively and efficiently as possible.

Hobbies and Activities

Outside of my work I have an extremely diverse group of hobbies and activities that I enjoy. I love my Bible study and my book club, watching football (go Steelers!), collecting Pokémon cards, playing Magic the Gathering, spending time with my husband (Chris) especially at SeaWorld since we have season passes, cuddling with my dog (Bandit) and my bunny (Rusty), playing Call of Duty, and playing poker at Texas Hold ‘Em tournaments and family nights.

Community Outreach

Welcome Team - Mission Viejo Christian Church
Thrivent Action Teams - Irvine and Mission Viejo Communities | Local Families in Need | Irvine Animal Care Center

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

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

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

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