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.
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.
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.
Additional information
Throughout your financial journey, questions are bound to arise. We can help you find the answers. The following are common questions and answers from individuals like you.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all team members may provide all products, programs and services in all states.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.
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