With more than 10 years in the industry, Ben focuses on building actionable financial plans for our clients and excels at explaining complex concepts in an accessible way. He leads the team in our vision and mission to serve humbly, while being forward thinking and devoted to helping you feel good about your finances.

States Licensed: AL, AR Insurance Lic. #11152581, AZ, CA Insurance Lic. #0L61012, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Jennifer brings her experience as a planning administrator for our team to the role of Financial Advisor. She is dedicated to her community and aligns with Turnhall Financial Group to serve more people, leading them to be more secure, and guiding them to be more generous. She is a graduate of the University of Wisconsin–La Crosse and loves to travel and spend time outdoors with her family.

States Licensed: CO, FL, IL, IN, KY, MD, MI, MN, NC, ND, WI

As a financial advisor, Chase is dedicated to helping as many people as possible be good stewards with their money, making them more secure. In doing so, he is leading them to a life of generosity. Chase lives and serves the community of Madison, Wisconsin, with his wife and can often be found at High Point Church living out his commitment to generous living.

States Licensed: IL, KY, MI, MN, SD, TN, TX, WI

Jordan brings a wide array of experience to our team. He received his Juris Doctorate from Wake Forest University School of Law and is passionate about helping people. He is very active in his community and connects clients to charities like Lexington Leadership Foundation, Christian School Fellowship, Nathaniel Misson, and Common Good. Jordan traveled extensively with his family as a kid and, despite some disagreement about crossing the Nevada border in 1993, visited 45 of the lower 48 states before high school graduation. When he is not cheering on his favorite U.K. sports teams, cooking, or hiking, you can probably find him at Drinklings Coffee Shop in Wilmore, KY, waiting for a worthy chess opponent.

QUOTE: “Generosity means fundamentally recognizing God has given me more than enough for what I need, specifically enough to share. Changing my mentality to that of stewardship instead of ownership has really helped me re-orient my priorities around giving.”

States Licensed: IN, KY, OH, WI

Coming from a management background in the hospitality industry, Tom knows what it takes to provide exceptional service. With close ties to the community, he is passionate about partnering with you in overseeing your finances.

States Licensed: CT, FL, KY, MI, OH, WI

With more than 15 years at Thrivent, Stacie is highly experienced in helping clients reach their financial goals and map out a path to a more secure financial future. Stacie’s expertise and close ties to the Appleton community make her passionate about the partnerships she forms with her clients.

States Licensed: FL, IA, IL, MD, MI, MN, NE, SC, TX, WI

Tim is passionate about helping people live abundantly and give generously. As a family, Tim, his wife, Connie, and two children can be found playing sports, especially ice hockey, cooking together, traveling and always trying new things. As an active member of the community, Tim serves in numerous ways, on multiple boards, including Above & Beyond Children’s Museum and the Chamber of Commerce. He is also involved in the REINS Equestrian Therapy Program, Habitat For Humanity Lakeside, Nourish Farms, and the Rotary Club. Tim strives to be a positive influence in people’s stories and is happiest when he is helping others reach their highest potential.

States Licensed: AR Insurance Lic. #13566453, FL, IL, KY, MI, NC, PA, WI

Travis brings innovation and fresh ideas to the Turnhall Financial Group team and a passion for helping people achieve their financial goals. He loves a night at home watching movies with his wife and sons as much as traveling the world, and he is committed to making the Appleton community home. Travis is a great financial partner, ready to help with whatever life brings next.

States Licensed: CA Insurance Lic. #4100079, CO, CT, IN, KY, MI, MN, NE, OH, SC, TX, WI

Steve brings years of experience and a deep connection with Cedarburg to Turnhall Financial Group. Before becoming a financial advisor, Steve taught second grade at First Immanuel Lutheran School and continues that passion for teaching and service into his role helping people reach their goals. He uses a unique, holistic planning approach to have a positive impact in his client’s lives, the community, and the world. When Steve is not helping others, he is spending time snow skiing or water skiing with his family. He also holds the Guinness World Record for most barefoot water skiers behind a boat and for the largest human water ski pyramid.

States Licensed: FL, IA, NV, WI

Jeremy is committed to impacting his community, serving on multiple community boards, and being an active member of his hometown church. He also coaches swim and soccer and enjoys time at the gym and the pool. In addition, Jeremy walks alongside his clients during times of celebration and tragedy to help them celebrate all they have received and remember generosity in all of life. Jeremy can usually be at the lake during his downtime with his wife and two daughters.

States Licensed: FL, KY, MI, WI

States Licensed: AZ, FL, TX, WI

Megan supervises all business operations and is part of our Leadership Team. She develops processes and gets the right information to the right staff members, ensuring everything runs smoothly. In her free time, Megan loves seeing live music with family and friends.

States Licensed: WI

Emily sets the direction of our Meeting Preparation team and is also a member of our Leadership team. Personally, she has two middle school aged daughters, would list relaxing by the river in her hometown as a “favorite place” and has recently been enjoying adding various indoor plants to her home. When asked “What does generosity mean to you?” – she shared “Generosity is giving without any expectation or hope of receiving. It’s an expression of love”. 

States Licensed: AZ, IL, IN, KY, MI, OH, WI

Ian is dedicated to helping people live a life of generosity and, alongside meeting with clients, is helping our Meeting Preparation Team run smoothly and efficiently. He enjoys a good book with a French-Press coffee in Riverside Park as much as he does getting his hands dirty in the Vegetable garden. Ian is happiest when he can freely give all he has received and inspire others to do the same.

States Licensed: AL, FL, IL, IN, KY, MI, NC, NY, OH, PA, SC, VA, WI

As our VP of Advisor Relations and Consulting, Bree builds and maintains relationships with our advisors while consistently looking for ways to drive engagement. She equips the advisors with streamlined processes allowing them to help more people become financially secure and lead to infinitely more generosity.

Outside of work, Bree loves to help people with fitness and nutrition goals, spend time with her family, and enjoys live music. She’s most known for her puns and daily non-negotiable walks with her dog, Prince, encouraging others to change their mindset from “have to” to “get to.” 

Amberlee has years of experience as a Commodity Broker. She uses this attention to detail and dedication to helping people as a member of our Meeting Preparation Team. While a longtime midwest resident, she has never forgotten her roots. Amberlee, her husband, four children, and at least half a dozen other family members gather weekly for family dinner.

Lynn is a critical member of our Cedarburg office team. Personally her family includes a husband and two daughters, would list going downtown to different restaurants and listening to concerts in the park as her “favorite place” and has recently been enjoying spending time with her family and friends, along with watching all of Wisconsin’s sports teams. When asked “What does generosity mean to you?” she shared “I believe that generosity means when you have the ability to give others something. Generosity comes in many different forms. It can be seen in how one gives of their time, talents, or treasures”.

Rayna is a critical member of our Turnhall Financial Group applications and documents team. Personally, she has 4 siblings and would list spending time with her family, working out at the gym, hitting golf balls at the driving range and traveling as her favorite things. She also listed her favorite place in her home town as Marshall’s!

Heidi joined Thrivent in 2012 and is a member of our Applications and Documents Team. With more than 25 years of operations experience, she helps execute the necessary paperwork for clients to achieve their financial goals. In her free time, Heidi enjoys spending time with her husband and their two daughters. She is a resident of Cedarburg and loves gardening, cooking, and antiquing. Heidi and her family attend Christ Alone Lutheran Church in Thiensville.

Aaron is starting his career with us and spending time learning all aspects of the financial industry. He will join each of our teams throughout the year to learn the ins and outs of everything we do. Aaron often listens to music and enjoys working with and helping others. He has recently joined friends in support of the non-profit organization “More than a Bus,” helping the homeless in the community. Aaron believes generosity means taking every opportunity to help others with no expectation of reward.

States Licensed: AZ, FL, WI

States Licensed: MI

As a member of our Meeting Preparation Team, Wyatt is committed to providing members with a path to financial security and a life of generosity. When he is not working, Wyatt, and his wife, Alexandra, can be seen enjoying the outdoors with their two English Settlers, June and Jones. In the summer, they enjoy trail running and hanging out at their family camp; in the winter, you can find them alpine and Nordic skiing. Wyatt is committed to personally connecting with people and helping them realize their lifelong dreams.

States Licensed: CO, MI, WI

As a proud mother and grandmother, Peggy brings that same care and understanding to our Customer Service Team, caring for our members. She loves nothing more than spending time with family, especially her several grandchildren, who constantly remind her to be “in the moment” every day. When she is not being grandma, Peggy enjoys reading, quilting, farmers markets, and is always on the lookout for a really good burger. She believes generosity is humbly sharing gifts she has received – time, talent, and resources to support each other.

Krista is a part of our Application and Documents Team and is excited to help clients achieve their financial goals. Krista has a lifelong passion for horses and has been a trainer for ten years. She can often be found riding, training, and showing horses. Her favorite places to go are Cedar Valley Cheese for its famous string cheese and Amy’s Candy for its caramel apples.

Chelsey is a vital component to the success of Financial Associate Stacie Patchett and our Appleton Branch. She serves clients scheduling and preparing for appointments, preparing paperwork and applications, and maintaining our extensive list of financial plans. She is a graduate of the University of Wisconsin–Green Bay and enjoys spending time with her family, which includes many nieces and nephews.

Amy assists with planning by organizing financial data and entering it into tools. She is utilizing her background in tax prep and finance to support the progress into more intensive planning for our team. Amy enjoys staying active and going to Wisconsin Badger games.

Jim has been with Thrivent helping Christians be more secure with their own personal and family financial strategies since 1983 and is a Philanthropic Relationship Manager working closely with Habitat for Humanity–Ozaukee. He is passionate about working with Habitat for Humanity–Ozaukee and giving back to the community. Jim has participated in a Thrivent and Habitat partnership trip to El Salvador and participated in many local builds and repairs. He lives in Mequon with his wife, Kristine, and has three grown children and three grandchildren. He and his wife are members of St. Paul Lutheran Church in Grafton. In his free time, Jim enjoys golfing, hiking, and fishing.

Stephanie is the first face you will see if you stop by our Cedarburg office and say, “Hello!” In addition to keeping clients happy, she maintains our building and helps Financial Advisors with client connections. She stops at Starbucks daily for a dose of caffeine and loves to watch football and basketball, often attending Packer games with friends. Stephanie believes that making a difference in people's lives means paying attention to the little things, listening to someone when they need someone to talk to, or simply offering a smile.

Reece remembers a quote he heard as a child, “A society grows great when old men plant trees in whose shade they will never sit,” and approaches his work with our Meeting Preparation Team with much the same sentiment. If he isn’t playing soccer or enjoying a meal at his favorite hometown restaurant, Toulouse Cajun,” he is probably watching Kentucky Basketball, bourbon in hand. Reece also enjoys fostering animals with his girlfriend Olivia and believes that generosity is offering people support with true selflessness.

Paul has over ten years of experience and bolsters the expertise of our Meeting Preparation team as an Associate. He spends as much time as he can exploring his hometown of Eastport, NY, which his family founded, and enjoys spending time outdoors, hunting and fishing. Otherwise, Paul loves the New York Mets and Notre Dame football, especially when they beat Purdue. Paul believes that simplifying someone’s financial matters to help move them forward on the path they wish to go on leads to a life of generosity.

States Licensed: KY, NY, WI

Connor rejoins the Turnhall Financial Group team as a member of the Meeting Preparation Team. He was an intern, and we are excited to have his expertise and humor back in the office. If you see Connor hanging out at Kaiser’s Pizza & Pub in his hometown, ask him to recite a line from the Princess Bride.

Jason is a member of our Meeting Preparation Team and is dedicated to interpreting individual financial data and creating strategies that aim to generate value and security for our clients. He graduated with a Master of Science degree in finance from the University of Wisconsin–Milwaukee and enjoys watching and playing various sports. When he is not watching the Packers and Badgers football games or reliving his days playing lacrosse throughout the Midwest, he is frequently fishing and spending time outdoors with his family.

States Licensed: WI