Skip to main content
Advisor Image

Trevor Petty

Advisor Image
Trevor Petty
Financial Advisor
.
BFA™
Part of the Navigator Financial Group practice
Tax Efficient Planning
Young Families
Retirement Planning
Welcome

At Thrivent, we view money as a tool, not a goal.


As a Financial Advisor, I empower clients to navigate risk, clarify goals, and discover opportunities so their families and communities can flourish. Client-oriented, advice-centered, and mission-driven, I provide wholistic planning so clients can achieve meaningful goals that align with their values.


I'd love to be a resource for you on your financial journey.

About Trevor
About Trevor

Growing up in Central Illinois, my first job was as a paperboy. My grandpa got me a subscription to Kiplinger magazine, and my parents helped me set up an investment account. This exposed me to the world of financial services at even a young age. One day, I would one use these funds toward the purchase of my first home. After attending college at the University of Evansville, I worked as a campus minister which is what brought me to Greeley, Colorado. Here, I finished my Master of Divinity at Fuller Theological Seminary, met my wife Rachel, and started a family. We now have 3 children, and my wife owns a small business called Mindful Massage and Bodywork.


After 17 years in campus ministry, a good friend introduced me to an exciting opportunity as a financial advisor with Thrivent. Having served people for many years in a relational, educational, and advice-oriented role, it was a surprising fit and provided another unique opportunity to impact people's lives in a meaningful way. For years, I have helped folks navigate life's challenges as they discern a path that aligns with their faith and values. After serving as the director of a non-profit ministry for over a decade, I'm passionate about serving the local community through the individuals, families, businesses, and organizations looking to make a difference. I know what it's like to lead when times are lean and the value of making every dollar matter.


In my spare time I enjoy reading, rock climbing, and getting outdoors with my family. There is often a Nuggets, Broncos, Avalanche, or Cardinals game on in the background at our house. We are part of our church, Journey Christian Church, and I serve on the board of directors for Impact Colorado, Future of Faith, and an HOA. I'm also a member of the Greeley Chamber of Commerce.

In the Community
My qualifications
  • Bachelors of English Literature, University of Evansville
  • Masters of Divinity Seminary, Fuller Theological Seminary
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Arkansas(Insurance Lic. #21567919)
  • California(Insurance Lic. #4495314)
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kansas
  • Kentucky
  • Michigan
  • Minnesota
  • Missouri
  • Nevada
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Tennessee
  • Texas
  • Wisconsin

Insights

Insight image
Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to: ⭐ Spend on things they want ⭐ Save for something big ⭐ Give to make a difference Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.
Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Insight image
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Leaving a Thriving Legacy image
Leaving a Thriving LegacyOct 6, 2026, 10:30 PM UTC
Online Event
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Eric will share valuable strategies to help you better prepare for life’s “what-ifs.”This virtual workshop is designed specifically for our clients and their adult beneficiaries, offering guidance and support for those navigating concerns about planning for aging parents and protecting family assets. We encourage you to invite any—or all—of your beneficiaries to attend.Disclosure: No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures. 31374FB N12-25
Leaving a Thriving Legacy image
Leaving a Thriving LegacyOct 7, 2026, 4:30 PM UTC
Online Event
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Eric will share valuable strategies to help you better prepare for life’s “what-ifs.”This virtual workshop is designed specifically for our clients and their adult beneficiaries, offering guidance and support for those navigating concerns about planning for aging parents and protecting family assets. We encourage you to invite any—or all—of your beneficiaries to attend.Disclosure: No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures. 31374FB N12-25
View all events→
Office location
Longmont Location
600 5th Avenue, Suite B
Longmont, CO 80501
Phone970-576-5330Hours
M – F: 9 a.m. – 5 p.m.
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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations