Dedicated Planning Services - Experienced Guidance, Purpose-Based Advice and a Personalized Dedicated Plan for You

The Thrivent Dedicated Planning process is customized to be uniquely yours. It looks at where you are today, where you want to go, and helps keep you on track with strategies to address your needs and long-term plans. We also discuss potential roadblocks that might arise during your journey or that might tempt you to veer off course.


Working collaboratively with a Thrivent financial professional in a relationship for a fee can have many benefits. Over the course of our working sessions, we'll help you:

  • Establish your financial vision.
  • Assess your net worth, cash flow and protection needs.
  • Develop strategies to help you reach your goals.
  • Provide objective written recommendations and purpose-based advice.
  • Coordinate with other professionals, if applicable.
  • Periodically review your personalized dedicated plan to help you stay on track.


The cost for this service depends on many things, including the complexity of your financial situation and the level of analysis required. I will provide you with specific cost estimates after learning more about your situation and goals.


Your personalized Dedicated Plan may include:

  • Retirement accumulation strategies
  • Retirement income-distribution strategies
  • Investment planning and portfolio recommendations
  • Income tax strategies and tax-wise planning
  • Estate planning strategies
  • Education planning strategies and
  • Savings strategies


With our Dedicated Planning Services, you will work with a financial professional who is licensed to offer investment advisory services to create a personalized dedicated plan for reaching your goals. Please reach out to me to inquire about my services and those of my colleagues today.

About Sheri Swackhamer

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


With over 14 years of employment with Thrivent, and an additional 7 years in the financial services industry, I have the necessary experience to work with you. Now serving Alexandria and N. VA. I also have the knowledge to engage with our professional partners when needed for purpose-based advice on individualized cases. Let our team of associates help develop a personalized dedicated plan for you today.

Education & Accomplishments

  • Million Dollar Round Table (MDRT) 2019 - 2023. MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct & professional knowledge.
  • National Board member; IFYE USA - International Farm Youth Exchange; Jan. 2019 to present.
  • Certified Kingdom Advisor, CKA, designation 2019 - present
  • Former Vice President & Board Secretary, Women In Insurance & Financial Services (WIFS) Metro DC local chapter, 2015-2018.
  • Member, National Association of Insurance & Financial Advisors (NAIFA); 2010-present.
  • FINRA Series 66 Combined State Law
  • FINRA Series 7 General Securities Representative
  • Certified in Long Term Care (CLTC) designation
  • Fraternal Insurance Counselor (FIC) designation
  • Life & Health Insurance Licenses in 11 states
  • Bachelor of Science Degree, University of Maryland
  • Retirement Income Certified Professional designation, RICP®, 2023 - present
Aspire Financial Advisors

Aspire Financial Advisors

Our team consists of Financial Advisor Sheri Swackhamer RICP®, CLTC®, CKA® and a team of dedicated practice support specialists. Combined, Sheri and team colleagues offer over 20 years of experience within the financial services area, with 14 of those years here at Thrivent. We strive to listen to your immediate concerns and discern how we can best meet your financial needs. We offer an Alexandria office for in-person appointments or we can meet remotely by Zoom video or telephone. Please reach out to schedule with us today.

Title

Team Practice

Location

Alexandria, Virginia

Website
https://connect.thrivent.com/aspire-financial-advisors
    Caron Clements

    Caron Clements

    Caron has been at Thrivent since 2010 and began her career in Life Insurance before moving to the Remote Practice Support team in 2021. She brings over 20 years of Insurance and Financial services industry experience and functions as liaison to achieve exceptional workflow and solutions. She supports all product related tasks to help leverage workload.

    Title

    Licensed Senior Practice Support Specialist

    Location

    Remote

    Phone
    9206284719
      Katie Braun

      Katie Braun

      Katie has been at Thrivent since 2013 and began her Thrivent career in Annuities before moving to Remote Practice Support team in 2022. She has over 13 years of customer care experience and strives to create positive customer interactions. She has expertise in Annuities and supports all product related tasks to help leverage workload.

      Title

      Licensed Advanced Practice Support Specialist

      Location

      Remote

      Phone
      9206284719
        Lynda Reader

        Lynda Reader

        Lynda has been with the Remote Practice Support Team Since 2022. She brings over 5 years of customer service experience and supports Insurance, Annuities, and Mutual Funds. 

        Title

        Licensed Practice Support Specialist

        Location

        Remote

        Phone
        920-628-4719
          Heather Kirch

          Heather Kirch

          Heather has been at Thrivent since 2013 and began her Thrivent career in Contract Change before moving to the Remote Practice Support team in 2019. She has expertise in life insurance and supports all products. 

          Title

          Practice Support Specialist

          Location

          Remote

          Phone
          9206284719