Your Life | Our Help | Together
Together Financial Group
Team intro
Our story
Most of us have insecurities around money. We may be just scraping by, and nobody knows we’re struggling. We may have so much people might think we have it too easy. We may be comfortable but just unsure whether we’re doing everything right.
Well, let me lend you some reassurance: Nobody is doing everything perfectly.
We can’t make the perfect financial plan and then expect the world to just play along. Rather, we create a financial plan with what we know today and then work together and adapt it as your world changes and life throws you curveballs.
We call it a Financial Blueprint.
Our clients often tell us the hardest part was psychological—deciding to actually reach out to set up the first meeting was their biggest hurdle.
The meeting itself is a relaxed chat in comfortable chairs, not a proctored exam you might fail.
This is the part where we start to get to know you as a person, as a family. We don’t need to dig into the financial details from the depths of your file cabinet yet. We start by taking in your big picture.
If you’re comfortable with us, you’ll share your immediate needs, your long-term aspirations, your hopes and realities. We’ll talk through the basic “Financial House” and how it applies to your situation.
The point is not to give you a pass/fail grade on what you’ve done so far. The point is to meet you wherever you are, then get you moving in the right direction.
Our goal is to provide you with the confidence to live life generously— generous with yourself, your family and whatever community sings to your heart.
Your Financial Blueprint
You’ll have somebody in your corner who knows you. When life gives you a big change, we’ll be ready to help navigate it together.
Long-term clients tell us “You’re a part of our family,” as we often end up advising not only you, but your folks and your kids too. We build that depth of relationship by talking about life and tough financial topics together.
We’re not perfect, but we’re better together.
If you’re ready to start a conversation, reach out.
- Erin will likely answer the phone and coordinate calendars.
- Then you’ll sit down with Amy, Janet or Andrew and get started.
Yes, it really is that easy.
But if you’re still unsure if we’re the right people to have on your team, get to know each of us a bit better:
- Erin Hummel, Office Professional - Front Office, Introverted People Person
- Megan Van Dorin, Operations Manager, Mom Can Do It
- Christian Dane, Licensed Office Professional, Confident and Curious
- Janet Geist, Financial Advisor, Go and Do
- Amy Hloucal, Financial Advisor, Family, Faith and Music
- Andrew Flanscha, Financial Advisor & Founder, People Not Parts
What do you believe?
- We believe in a mindset of abundance, not scarcity.
- We believe investing in our community benefits us all.
- We believe strong relationships thrive on tough topics.
- We believe living generously starts today, not when you die.
- We believe having a plan is better than having no plan.
- We believe in God.
- We believe together, we're not alone.
Office information
Phone:
(970) 744-4629
Fax:
(970) 692-2623
Email:
TogetherFinancial@Thrivent.com
Operating hours:
Contact
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.
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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