Our team

Team member
Brian Anderson
ChFC®, FIC
Wealth Advisor

Brian graduated from college in 1990 and immediately started his career at Thrivent. He provides sound advice regarding financial planning and investments expertise, and offers a holistic picture whether you are just starting out or preparing for a meaningful retirement. Brian works alongside his clients to educate and help them find the best way to reach their goals. He values integrity, truth, security, loyalty and growth over comfort. He and his wife, Sheri, have two adult children, Josh and Annika. Brian is an avid fisherman and enjoys watching sports.

States Licensed: AR Insurance Lic. #824992, AZ, CA Insurance Lic. #0E36693, CO, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, ND, NM, NV, OH, PA, SC, SD, TN, TX, VA, VT, WA, WI

About Brian Anderson

Brian graduated from college in 1990 and immediately started his career at Thrivent. He provides sound advice regarding financial planning and investments expertise, and offers a holistic picture whether you are just starting out or preparing for a meaningful retirement. Brian works alongside his clients to educate and help them find the best way to reach their goals. He values integrity, truth, security, loyalty and growth over comfort. He and his wife, Sheri, have two adult children, Josh and Annika. Brian is an avid fisherman and enjoys watching sports.

States Licensed: AR Insurance Lic. #824992, AZ, CA Insurance Lic. #0E36693, CO, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, ND, NM, NV, OH, PA, SC, SD, TN, TX, VA, VT, WA, WI
Team member
Brent Bartell
FIC
Associate
States Licensed: AZ, CO, GA, IA, IL, IN, KY, LA, MN, NC, ND, SC, TN, WI

About Brent Bartell

States Licensed: AZ, CO, GA, IA, IL, IN, KY, LA, MN, NC, ND, SC, TN, WI
Team member
Stan Kottke
LUTCF®, FIC
Associate

Stan has been with Thrivent since 1974 and joined the Unity Wealth Advisor team in 2020. He counsels and advises prospective and current members on suitable financial products and investment advisory services. Stan also explains, discusses and interprets insurance coverage, analyzes exposures or policies, and provides recommendations to clients. He and his wife, Ruth, have three children and two grandchildren.

States Licensed: IL, NM, WI

About Stan Kottke

Stan has been with Thrivent since 1974 and joined the Unity Wealth Advisor team in 2020. He counsels and advises prospective and current members on suitable financial products and investment advisory services. Stan also explains, discusses and interprets insurance coverage, analyzes exposures or policies, and provides recommendations to clients. He and his wife, Ruth, have three children and two grandchildren.

States Licensed: IL, NM, WI
Team member
Jim Allen
FIC, RICP®
Associate

Jim started his career in the financial services industry in 1994 and joined Thrivent in 2015. He enjoys working with clients to help them figure out and achieve their financial goals with a focus on

insurance, investments, retirement distribution and tax-efficiencies. Jim and his wife, Janell, have two adult children. Jim likes hanging out with family and friends, and following Chicago sports teams. Go

White Sox!

States Licensed: AZ, FL, IL, KY, MI, SC, WI

About Jim Allen

Jim started his career in the financial services industry in 1994 and joined Thrivent in 2015. He enjoys working with clients to help them figure out and achieve their financial goals with a focus on

insurance, investments, retirement distribution and tax-efficiencies. Jim and his wife, Janell, have two adult children. Jim likes hanging out with family and friends, and following Chicago sports teams. Go

White Sox!

States Licensed: AZ, FL, IL, KY, MI, SC, WI
Team member
Brent Bartell
Investment Analyst

Brent started his career in the investment industry in 1989, including 18 years at the Chicago Board of Trade, and joined Thrivent in 2006. He performs equity and fixed income analysis, assists with wealth

management operations, supports wealth advisors, performs due-diligence, researches and builds advisor portfolio models, generates brokerage applications and performs trading activities. Brent enjoys discussing markets and economic research with clients and lives in the Chicago area.

States Licensed: IL

About Brent Bartell

Brent started his career in the investment industry in 1989, including 18 years at the Chicago Board of Trade, and joined Thrivent in 2006. He performs equity and fixed income analysis, assists with wealth

management operations, supports wealth advisors, performs due-diligence, researches and builds advisor portfolio models, generates brokerage applications and performs trading activities. Brent enjoys discussing markets and economic research with clients and lives in the Chicago area.

States Licensed: IL
Team member
Dominic Tommasone
Financial Producer I
States Licensed: IL

About Dominic Tommasone

States Licensed: IL
Team member
Beth Steeno
Practice Supt Associate

Beth has been with Thrivent since 2009. She supports Brian and the team, and serves as a key player in managing client relations. Beth performs daily operations of the practice, including securities and insurance-related tasks, and other administrative duties. She and her husband, Patrick, have three grown children.

States Licensed: IL

About Beth Steeno

Beth has been with Thrivent since 2009. She supports Brian and the team, and serves as a key player in managing client relations. Beth performs daily operations of the practice, including securities and insurance-related tasks, and other administrative duties. She and her husband, Patrick, have three grown children.

States Licensed: IL
Team member
Cindy Zoellick
Insurance Professional

Cindy has worked in the industry for nine years and joined the Unity Wealth Advisor team in 2022. She supports the daily operations of the practice with scheduling, coordinating and processing forms. Cindy generates requested Salesforce reports, greets and directs all incoming phone calls. Cindy and her husband, Jeff, have two grown children. She enjoys reading and traveling to visit her children.

States Licensed: IL

About Cindy Zoellick

Cindy has worked in the industry for nine years and joined the Unity Wealth Advisor team in 2022. She supports the daily operations of the practice with scheduling, coordinating and processing forms. Cindy generates requested Salesforce reports, greets and directs all incoming phone calls. Cindy and her husband, Jeff, have two grown children. She enjoys reading and traveling to visit her children.

States Licensed: IL