Uniting families and finance through holistic planning

Unity Wealth Advisor Group

Unity Wealth Advisors Group has more than 120 years of combined experience to work for you and your financial goals. Together, we have the expertise and experience to guide you through every stage of your financial journey

Team Intro

Unity Wealth Advisors Group has more than 120 years of combined experience to work for you and your financial goals. Together, we have the expertise and experience to guide you through every stage of your financial journey

Our story

We're proud to be Thrivent financial professionals

We provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help you do just that. 

Two women and one man sitting at a table looking at document

Our team

Brian Anderson

Brian Anderson

ChFC®, FIC

Wealth Advisor

Stan Kottke

Stan Kottke

LUTCF®, FIC

Associate

Jim Allen

Jim Allen

FIC, RICP®

Associate

Brent Bartell

Brent Bartell

Investment Analyst

Beth Steeno

Beth Steeno

Practice Supt Associate

How we work with you

Led by five key values: dependability, truth, freedom, loyalty and growth, we help clients, communities and households recognize and achieve their dreams. We act as your co-pilot, working alongside you to educate and help you find the best way to help you reach your goals.

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Our solutions

Dedicated planning services

Dedicated planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Advice services

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Thrivent membership benefits

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.

Office information

Operating Hours:

Monday through Thursday 8:30am – 4:00pm Friday 8:30am – 3:00pm

Operating Hours:

Monday through Friday 9am - 5pm