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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

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.
Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
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.
Planning for a Loved One with Special Needs image
Planning for a Loved One with Special NeedsOct 22, 2026, 6:00 PM 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.
You Matter: A Night of Wonder & Encouragement image
You Matter: A Night of Wonder & EncouragementOct 23, 2026, 1:00 AM UTC
Generations Church | 3600 West 22nd Street
A family-friendly night of magic, laughter, faith, and purpose with John Michael Hinton at Generations Church in Greeley.Join us for an unforgettable family-friendly evening of wonder, laughter, faith, and purpose with John Michael Hinton, a magician, comedian, and storyteller known for blending illusion, humor, and meaningful encouragement.Centered on the message YOU MATTER and rooted in Ephesians 2:10, this event will remind guests of all ages that they are God’s handiwork, created with purpose and called to do good works.Bring your family, friends, and neighbors for a multi-generational night designed to inspire, encourage, and bring people together.Childcare for children 0-2 years of age is avaiable by Generations Church. Space is limited. Please select the Childcare Registration ticket to reserve a spot in the nursery.Help us put “good works” into action!As part of this special evening, we invite you to bring nonperishable food items to support the Weld Food Bank and bless families in our community. Bring a few items with you when you attend, and together, we can make a meaningful difference for neighbors in need. (Learn more about Weld Food Bank's moost needed food items.)This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients.Photo Release: By registering you permit and license Thrivent and its affiliates, agents and assignees, to use your name and likeness—and the name and likeness of any of your children who participate in the workshop or event—in images, videos and other media created at or in connection with the workshop or event for any commercial or other purpose.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
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