Your Journey Financial Advisors

Your Journey Financial Advisors is with you every step of the way—because it’s not about what we do, it’s who we are.

Team Intro

Your Journey Financial Advisors is with you every step of the way—because it’s not about what we do, it’s who we are.

Our story

Faithful guides on your financial journey

At Your Journey Financial Advisors, we are passionate about forging deep relationships with our clients. We are knowledgeable professionals who take a caring and holistic approach to helping you reach your financial goals.

Two women and one man sitting at a table looking at document

Our team

Charles Beatty

ChFC®, CLU®, FIC, CEPA

Wealth Advisor

Colby Bolick

FIC

Financial Consultant

Mike Williams

FIC

Financial Advisor

Kelly Jones

FIC, CLTC®, BFA™, CEPA

Financial Advisor

Robert Rich

FIC

Financial Advisor

Chris Leslie

MBA, FIC

Practice Supt Associate

How we work with you

Our approach goes beyond any one topic. Whether you’re seeking guidance on managing wealth you’ve accumulated or have several financial goals in mind, our advice integrates your objectives into a personalized blueprint that grows and changes with your needs and goals.

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.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

About Thrivent

Helping you follow your heart 

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent. 

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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.