Stephanie has been with Thrivent since 1995 and loves helping people make sense of their financial lives. She focuses on retirement planning—both building wealth and creating sustainable income—using a mix of investments, insurance, and annuities when appropriate.

One of the things she cares most about is helping clients create a meaningful legacy—supporting the people and causes that matter most to them.

Outside the office, Stephanie is deeply involved in service and giving back. She’s participated in mission trips to Honduras, Habitat for Humanity builds, and local outreach efforts like Love Costa Mesa, Orange, and Irvine serve days. She also supports organizations like Project Hope, Full Value Ministries, and World Vision.

Her work has been recognized through Thrivent Charitable’s Voice in Philanthropy award* for facilitating impactful giving, and she’s also a member of Thrivent’s Hall of Legends.

When she’s not working, Stephanie is usually spending time with family or planning her next trip. She has two nieces, two nephews, and a grand-niece, and loves traveling to visit them—along with exploring new places with friends who share her adventurous spirit.

*Each Voice in Philanthropy (VIP) must meet two criteria: Facilitate at least $100,000 in donor gifts to Thrivent Charitable for the year; and, have a career number of donors that meets of exceeds the average number of financial professionals with Thrivent Charitable.

Luke began his career with Thrivent in 2004 after interning with the organization while completing his degree in finance. As an Associate Wealth Advisor, he focuses on helping clients define what matters most and build personalized financial strategies aligned with their goals and values.

In his day-to-day work, Luke partners closely with individuals and families to understand their priorities and develop thoughtful, tailored plans that help them move forward with confidence. He is currently pursuing additional designations in Special Needs Planning, reflecting his commitment to continued growth and providing specialized guidance, and he values being part of an organization that encourages both financial stewardship and generosity.

Outside of work, Luke enjoys life in Southern California with his wife, Annie, an elementary school teacher, and their two sons, Luke Jr. and Conrad.

When he’s not working, he enjoys traveling and spending time outdoors with his family—especially camping and hiking—as well as fishing, snowboarding, and golfing. 

Diana joined Thrivent in 2023 and later joined the Shields Cattau Financial Group in February 2026. Before entering the financial industry, she worked at Stanford’s Lucile Packard Children’s Hospital, supporting families through challenging moments, an experience that shaped her thoughtful and compassionate approach. As a Financial Advisor, she now helps individuals, families, and business owners navigate important financial decisions with clarity and confidence.

In her role, Diana partners with clients to develop personalized strategies aligned with their goals and values. She supports the full planning process, from initial strategy through ongoing adjustments, all while guiding decisions around retirement, wealth accumulation, risk management, and legacy planning. As a bilingual advisor, she provides guidance in both English and Spanish, so clients feel confident and informed.

Outside of work, Diana enjoys spending time with her family and living with intention and purpose. When she’s not meeting with clients, you can often find her attending concerts, going for a run, or enjoying a good science fiction movie.

After beginning his career as a mechanical engineer, Jesse realized he was looking for more connection with people and the opportunity to make a meaningful impact in their lives. In 2017, he transitioned into financial planning, where he now helps clients navigate complex financial decisions with a thoughtful and practical approach.

Jesse joined the Shields Cattau Financial Group in 2022 and leads the team’s financial planning process. He focuses on ensuring each client experience is clear, personalized, and well-executed, helping turn detailed strategies into actionable, real-life plans.

Outside of work, Jesse enjoys spending time with his wife, Selena, and their three children, LJ, Titus, and Porter. Whether it’s playing sports, golfing, or cheering on the Dallas Cowboys, he values staying active and making the most of time with his family.

Chelsea joined the Shields Cattau Financial Group in June 2025 as a Support Associate, where she focuses on helping develop comprehensive financial plans for clients. Her career in finance began in 2017 in the municipal bond space, building a strong foundation in markets and financial structure. In 2021, she transitioned into a more client-focused role and quickly discovered a passion for helping individuals gain clarity and confidence around their financial goals.

In her role, Chelsea supports the financial planning process by helping to ensure accuracy, organization, and thoughtful execution behind the scenes. She brings a strong attention to detail and a process-driven mindset, helping the team deliver a smooth and consistent client experience.

Originally from South Florida, Chelsea grew up in the Florida Keys and now lives in Broward County with her husband and their son, Liam. Outside of work, she enjoys spending time with her family, whether cheering on South Florida sports teams or traveling for a change of scenery. Their home is also filled with energy from their golden retriever, chihuahua, and cat.

Rick joined Thrivent in 2016 after retiring from the U.S. Postal Service, where he served as a Postmaster/Manager. After relocating back to Indiana, he joined the Shields Cattau Financial Group in 2023. He values being part of a team that is committed to going above and beyond for clients.

In his role, Rick supports clients and the team by managing the behind-the-scenes details that keep everything running smoothly. From processing requests to ensuring follow-through on every step, he focuses on delivering a simple, seamless, and stress-free client experience.

Based in Evansville, Rick enjoys spending time with his wife, Nicole, their five children, and two grandchildren. Outside of work, you can often find him cheering on his favorite teams or attending family events.

James began his career with Thrivent in 2021 as an intern before joining the Shields Cattau Financial Group after graduating from college. He plays a key role as a first point of contact for clients, helping ensure communication is seamless and that each request is handled accurately and efficiently.

In his role, James supports both clients and the team by coordinating communication, assisting with documentation, and helping keep processes organized behind the scenes. His focus is on creating a smooth and responsive client experience from start to finish.

Based in Redwood Falls, Minnesota, James is an enrolled member of the Lower Sioux Indian Community. Outside of work, he enjoys spending time with family and friends, golfing, fishing, and anything outdoors—often with his dog, Jax, not far behind.