Click on the link below to discover more about our Awesome Team.

We are grateful to have the team of tenured experts working with us in our support staff including; Certified Financial Planners on our Plan Design Services team, Portfolio Managers and Certified Financial Analysts at Thrivent Asset Management, and our Gift Planners on our team at Thrivent Charitable.

We are deeply connected in the Communities we serve nationally including locally in the Prescott area community by giving back through our extensive work in Non-Profits by providing education to them on how to structure their finances and surplus as well as providing complimentary education to their donors on how to give surplus to Non-Profits more efficiently.

We are looking forward to bringing together our extensive resources to provide you the value you deserve.