Our team

Brian began his career with Thrivent in 1990, immediately after graduating from college, and has dedicated his career to helping individuals and families plan for their financial futures. He provides comprehensive financial planning and investment guidance, offering clients a holistic perspective—whether they are just beginning their financial journey or preparing for retirement. Brian values integrity, truth, security, loyalty, and growth, and works side by side with clients to educate and empower them to pursue their goals. He and his wife, Sheri, have two adult children, Josh and Annika. Outside of work, Brian is an avid fisherman and enjoys watching sports.

Brent began his career in the investment industry in 1989, spending 18 years at the Chicago Board of Trade, before joining Thrivent in 2006. As part of the Unity Wealth Advisor Group, Brent supports both advisors and clients through equity and fixed-income analysis, due diligence, portfolio modeling, and trading activities. Brent enjoys discussing markets and economic trends with clients. He lives in the Chicago area.

Stan has been with Thrivent since 1974 and joined the Unity Wealth Advisor Group in 2020. He brings decades of experience in guiding individuals and families with tailored advice on financial products and investment advisory services. Stan helps clients understand their insurance coverage, carefully reviews policies, and delivers recommendations designed around their unique goals. Stan and his wife, Ruth, are proud parents of three children and grandparents to two grandchildren.

Jim entered the financial services industry in 1994 and joined Thrivent in 2015. He is passionate about helping clients identify and achieve their financial goals, with a focus on insurance strategies, investment planning, retirement income distribution, and tax-efficient approaches. Jim values building meaningful relationships and enjoys collaborating with clients to create strategies that support their unique goals. He and his wife, Janell, have two adult children. In his free time, Jim enjoys being with family and friends and cheering on Chicago’s sports teams— Go White Sox!

“Dom” began his career in financial services in 2022 and joined Thrivent in 2023. He is passionate about guiding clients toward their goals and building a secure financial future through his knowledge of financial products and investments. Dom was a student-athlete in gymnastics at the University of Iowa, where he earned his degree in 2022. In his free time, he enjoys traveling, watching sports, and spending time with family.

Beth has been with Thrivent since 2009 and is a vital part of the Unity Wealth Advisor Group team. She plays an integral role in client relationship management while also overseeing the daily operations of the practice. Her work includes managing securities and insurance-related tasks, as well as a wide range of administrative duties that keep the practice running smoothly. Beth and her husband, Patrick, are proud parents of three grown children.

Cindy has worked in the financial services industry for nearly a decade and joined the Unity Wealth Advisor Group in 2022. She contributes to the team’s success by coordinating scheduling, processing forms, generating reports, and assisting with client communications. Cindy enjoys providing a warm welcome to clients and ensuring that every detail is handled with care. She and her husband, Jeff, have two grown children. In her free time, Cindy enjoys reading and traveling to visit her children.

Annika began her journey with Thrivent in 2017 and transitioned into a full-time role in 2024. She is proud to be part of the family business and is dedicated to supporting the team’s operations and overall performance. Annika earned her degree in finance from Gustavus Adolphus College and brings both enthusiasm and a fresh perspective to the team. Outside of work, she enjoys traveling and spending time at her family’s cabin in Wisconsin.