Voyage Financial Advisors

What differentiates Voyage Financial Advisors is our common-sense purpose, brought to life by uncommon passion. Our team features innovative, knowledgeable and compassionate professionals with a shared vision to help our clients achieve their most important financial goals and dreams.

Team Intro

What differentiates Voyage Financial Advisors is our common-sense purpose, brought to life by uncommon passion. Our team features innovative, knowledgeable and compassionate professionals with a shared vision to help our clients achieve their most important financial goals and dreams.

Our Story

Our associates are comprised of experienced professionals committed to developing lifelong relationships with our clients. Not only will you find our team members knowledgeable, but you will also discover that we truly care about helping you achieve your goals.

Our team

Daniel Demers

FIC, RICP®

Financial Advisor

Ryan Jones

Financial Advisor

Cathy Richardson

Associate Financial Advisor

Daniel Weltzin

FLMI, RICP®

Associate Financial Advisor

Oua Xiong

FIC, RICP®

Associate Financial Advisor

Scott Thompson

FIC, RICP®

Associate Financial Advisor

How we work with you

At the heart of everything we do is a focus on you, our client. And the starting block of every relationship is taking time to get to know you and understanding your goals so we can craft a customized financial plan. Managing wealth is not our sole purpose—our team uses a holistic approach when coordinating insurance, investment, tax, succession and estate planning. We want to help you get the most out of your life and your legacy.

Women talking with man over coffee with laptop

Our solutions

Dedicated planning services

Comprehensive advice and financial strategies that are in your best interest.

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Disability income insurance

Disability income insurance replaces a portion of your income if you get sick or hurt and can’t work for an extended period of time.

About Thrivent

A different kind of financial company

Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.

Where Money Means More™

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.