About Soren Lancaster

Born & raised in Reno, NV, Soren realized he had a desire to work in the financial services industry while taking a business class as a junior in high school. At a younger age, he had seen first-hand the impact the lack of financial advice can have when a family member went through a later-in-life divorce shortly before retirement & concerns arose regarding budgeting & income. When a position opened to join Thrivent, he jumped at the opportunity. In 2005 he & his mentor Michael formed the Sierra Nevada Group, shifting from an individual product based focus to providing comprehensive financial guidance through Thrivent’s advisory process. When the markets crashed in 2008, he began questioning impacts of large market crashes on retirement savings & investment portfolios. It was at that time he began focusing on retirement income & distribution strategies for retirees & pre-retirees, helping them create strategies to turn assets in to sufficient & diverse income in retirement.

Education & Accomplishments

  • 2022 MDRT Top of the Table
  • Retirement Income Certified Professional (RICP ®)
  • Chartered Retirement Planning Counselor (CRPC ®)
  • Certification for Long Term Care (CLTC ®)
  • Fraternal Insurance Counselor (FIC ®)
  • FINRA Series 7 license
  • FINRA Series 66 license

MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge.

Summit Retirement Group

Summit Retirement Group


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