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Trevor Petty

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

Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.


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 a holistic approach to financial 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.

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

Navigating open enrollment: 5 ways to make the best choices for your family
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
Insight image
Had a wonderful time last month hosting a family photo shoot for some special needs families. Big thank you to Kristie Allbritten and Spoken for Photography for doing such excellence work and making this an amazing experience!
How qualified charitable distributions (QCDs) work: Rules, pros & cons
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more. ⬇️

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Planning for a Loved One with Special Needs image

Planning for a Loved One with Special Needs

Nov 13, 2026, 1:00 AM UTC
Online Event
Join our online webinar to learn more about planning your finances when you have a loved one with special needs. Whether you’re a caregiver, a family member, or simply looking to make smarter financial decisions, this session is the perfect opportunity to learn practical tips toward building your family’s financial plan.This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. See thrivent.com/social for important disclosure information.
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