Our team

Founder of Turnhall Financial Group

A financial services practice of Thrivent.

With more than 15 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.

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.

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.

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.

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.

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.

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.

Managing Partner of Turnhall Financial Group

A financial services practice of Thrivent.

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.

Director of Dedicated Planning Operations of Turnhall Financial Group

A financial services practice of Thrivent.

Emily heads up our Meeting Preparation Team, ensuring all of our Financial Advisors are helping clients reach their financial goals and become more generous. When life isn’t too busy with her two middle-school-aged daughters, Emily enjoys sitting by the river that runs by her home and tending to the plants that keep her home vibrant.

QUOTE: “Generosity is giving without any expectation or hope of receiving. It’s an expression of love.”

Director of Practice Development of Turnhall Financial Group

A financial services practice of Thrivent.

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.” 

After earning her finance degree from the University of Louisiana-Lafayette, Alicia has spent the last ten years helping clients become more financially secure and live generously. She can often be found outdoors with her family and dogs, enjoying tennis, disc golf, biking, or just relaxing on the beach. During the Spring and Fall, they often attend “Downtown Alive,” where they listen to local live music and enjoy local food. Even though days are usually filled, Alicia and her family volunteer at the local food bank and support Habitat for Humanity.

QUOTE: “Generosity is being present, available, and willing to lend a hand to family, friends, and community without hesitation or expectations of reciprocity.”

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 offers people support with true selflessness.

Catin’s level of detail and efficiency, learned from a career with the Dept. of Defense, elevated our Application and Documents Team, allowing a higher level of service to our Financial Advisors. She surrounds herself with family and friends whenever she can, making trips back home to Wisconsin from her home in Georgia or getting together and riding horses. When the hustle and bustle gets too much, Catin prefers to be with her husband Richard and their two sons and enjoy the quiet of being home together.

QUOTE: “I think generosity is being available; it’s looking to fill a cup with a little more than expected.”

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.

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.

Ravin brings years of experience and knowledge to our Meeting Preparation team, having previously served as a Financial Advisor. He can usually be found staying active outdoors or perusing the Sorgasburg Open Air Food Market in his hometown of Los Angeles. Ravin is passionate about helping clients feel more secure and has countless stories of helping past clients through tough financial times.

QUOTE: “Generosity is the final component to one’s sense of fulfillment. It means taking care of yourself first to allow you to take care of others. Once you’ve determined you’re on track for your goals, you should consider giving your time and or money to help others create a better life for themselves.”

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!

Katie’s experience in dance and theater gives her a fresh perspective, helping our Meeting Preparation Team run efficiently and remain prepared for any needs of our Financial Professionals. She graduated from Marquette University, danced with the Matter Dance Co. in Chicago, won awards for theatrical lighting and design, and served 10 years on the board of Summit Players Theater. You can often find Katie with family and friends watching live sports, preferably at Wrigley Field, live theater and dance, or relaxing to one of her favorite reality TV shows.

QUOTE: “Generosity is recognizing that there’s enough in the world to share and that sharing can bring better connections and greater understanding.”

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.

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.

Director of Operations of Turnhall Financial Group

A financial services practice of Thrivent.

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.

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.

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.

Emilie is dedicated to helping our clients receive the highest attention and professionalism. Her background as a school paraprofessional and work in HR allows her to meet needs on multiple levels. She greets clients who walk into our Cedarburg office, answers client questions on the phone and through email, and is essential in all levels of meetings for our team financial advisors. Emilie can often be found with her fiancé and son, drinking coffee at Java Dock in her hometown, reading, and enjoying time with her immediate and extended family.

QUOTE: “Generosity is using your resources and ability to help make someone’s life easier, leading by example, and sharing joy.”

Liam engages clients in new and exciting ways, from bringing a newly widowed wife a favorite Netherlands chocolate bar and helping her continue to travel the world, to breaking down industry jargon into understandable, manageable bites. He can often be found, with his wife and two children (a self-proclaimed “tied for world’s best dad”) at the Schlitz Audubon Nature Center, or simply at home playing one of the multiple-dozen board games they enjoy together. For Liam, every day brings new and exciting favorite memories.

QUOTE: “Generosity is offering your surplus to help others, whether that’s your time, energy, or expertise, realizing you have more of it than others and making a difference with that surplus.”