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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
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
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner. 🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow. Get in touch if you’d like to talk through how to incorporate these into your overall financial plan. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlook
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Insight image
The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.
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