the Myers

We're glad you're here 

Whether you heard about Thrivent from someone you know or you’re looking for a local financial advisor, we’re glad you’re here. That’s because we’re here to help empower you to confidently live the life you want in alignment with your goals and values. 

Team Intro

We're glad you're here 

Whether you heard about Thrivent from someone you know or you’re looking for a local financial advisor, we’re glad you’re here. That’s because we’re here to help empower you to confidently live the life you want in alignment with your goals and values. 

Our story

We believe your story matters 

Yes, yours! We get it, talking about finances can be overwhelming. We're here to put you at ease—no matter what stage of life you're in. Whether you need help establishing better budgeting habits, planning for retirement, building your business, learning about responsible investment strategies or navigating a complex estate plan, we're committed to providing personalized, transparent financial advice that's grounded in integrity. 

 

Two men and one woman sitting at a table in an office

Our team

Dan Myers

Dan Myers

CFP®, FIC, RICP®

Wealth Advisor

Courtney Myers

Courtney Myers

BFA™

Financial Advisor

Andrew Held

Andrew Held

FIC, CIMA®

Financial Associate

Brad Hunt

Brad Hunt

Growth Advisor

Josh Johnson

Josh Johnson

Associate

Zach Gelineau

Zach Gelineau

Associate

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

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How we work with you

Ready to get started? Here's what to expect. 

Our initial meeting will last about one hour. We'll get to know you, learn about your values and goals, and work with you to identify financial strategies to help you on your journey. Come as you are—no need to dress up—and feel free to let us know what your favorite beverage is so we can have it ready when you arrive. 

 

Two women and two men sitting at a table looking at documents

Our solutions

Advice services

Advice services

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

Life insurance

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.

Disability insurance

Disability 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

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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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.

Thrivent membership benefits

Office information

Operating Hours:

M – F: 9 a.m. – 5 p.m.

Operating Hours:

M - Th: 9am - 5pm, Fri by appointment only

Operating Hours:

Office hours vary, please call for an appointment.