Dedicated Planning Services

The financial planning process is customized to be uniquely yours. It looks at where you are today and where you want to be. Then our team helps you stay on track with strategies to address your needs and long-term plans. We discuss potential roadblocks and prepare you for the unexpected.


Working collaboratively with a Thrivent financial professional team in a dedicated planning relationship with services for a fee has many benefits. With your input our team will help you:

  • Establish your financial vision.
  • Assess your net worth, cash flow and protection needs.
  • Develop strategies to help you reach your goals.
  • Provide written recommendations and advice.
  • Coordinate with other professionals, if applicable.
  • Periodically review your plan to help you stay on track.


The fee for service depends on the complexity of your financial situation and the level of analysis required. We provide you a specific cost estimate for your written customized financial plan which may include:

  • Retirement accumulation strategies
  • Retirement income-distribution strategies
  • Investment planning and portfolio recommendations
  • Income tax strategies and tax-wise planning
  • Estate planning strategies
  • College planning strategies and
  • Savings strategies


Together our financial professionals that are licensed to offer investment advisory services can create a personalized plan to help you reach your goals.


Refer to the Thrivent Investment Management Inc. Form CRS Relationship 

Summary for more information about us; our relationships and services; fees, 

costs, conflicts, and standard of conduct; disciplinary history; and additional 

information. Available upon request from your financial professional and on 

thrivent.com/disclosures.

Licensing, Associations and Education

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combined State Law Examination

Life and Health Insurance Licensed in CA Insurance Lic. #4302387, DC, FL, IL, IN, MD, NC, OH, PA, SC, TN, VA, WV

Accredited Financial Counselor, AFC®

Bachelor of Business Administration, Roanoke College

Master of Business Administration in Financial Planning, Indiana

Wesleyan University

Member: National Association of Insurance and Financial

Advisors, NAIFA

About Victoria Neeley

After receiving my MBA from Indiana Wesleyan University I was thrilled to join Thrivent. As a Financial Advisor, I work to help you reach your financial goals through personalized guidance at all stages of the financial journey.


When I was 22 and newly graduated in Business Administration from Roanoke College, I began to share with friends that being proactive with money decisions was a great way to make the most of what you have. When I worked with homeless families in 2000, I felt such gratitude from them as we walked together through their financial decision making process. Just knowing that I had helped these families to improve financially was very meaningful to me. It is the reason I went on to pursue a graduate degree in Financial Planning.


I have been a member of Thrivent since the 1990's because of their Christian values and their community generosity. 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. Our communities and our lives are so much better when people make the most of all they've been given. I'm here to help you do just that.

Aspire Financial Advisors

Aspire Financial Advisors

Title

Team Practice

Website
https://connect.thrivent.com/aspire-financial-advisors
    Caron Clements

    Caron Clements

    Caron has been at Thrivent since 2010 and began her career in Life Insurance before moving to the Remote Practice Support team in 2021. She brings over 20 years of Insurance and Financial services industry experience and functions as liaison to achieve exceptional workflow and solutions.

    Title

    Licensed Senior Practice Support Specialist

    Location

    Remote

    Phone
    9206284719
      Katie Braun

      Katie Braun

      Katie has been at Thrivent since 2013 and began her Thrivent career in Annuities before moving to Remote Practice Support team in 2022. She has over 13 years of customer care experience and strives to create positive customer interactions. She has expertise in Annuities and supports all product related tasks to help leverage workload.

      Title

      Licensed Advanced Practice Support Specialist

      Location

      Remote

      Phone
      9206284719
        Heather Kirch

        Heather Kirch

        Heather has been at Thrivent since 2013 and began her Thrivent career in Contract Change before moving to the Remote Practice Support team in 2019. She has expertise in life insurance and supports all products. 

        Title

        Practice Support Specialist

        Location

        Remote

        Phone
        9206284719