Brian has been a wealth advisor for more than 20 years. His father was a Thrivent representative and Brian admired how he helped people achieve their goals and helped build confidence in their financial futures. Watching him work helped Brian realize that a career as a wealth advisor used both things that he loves—working with people and numbers.  

Today, Brian specializes in retirement income planning, investment management, tax-efficient financial strategies and wealth transfer strategies. Thrivent is a good fit because it is a financial organization that helps Christians live out their faith and be good stewards of God’s gifts. Brian is a board member of Pipeline Worldwide and Kiwanis, volunteers at Nourish PHX and supports many other local charities, such as Helping Hands for Single Mothers, Streetlight USA, Ronald McDonald House and Feed My Starving Children. 

Brian and his wife, Misty, live in Phoenix and belong to La Casa de Cristo Lutheran Church. They have a son, Nolan, and daughter, Bailey. Brian loves spending time with his family, being outside and playing golf. 

States Licensed: AR Insurance Lic. #6739727, AZ, CA Insurance Lic. #0F47046, CO, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, NC, ND, NJ, NM, NV, PA, SD, TN, TX, UT, WA, WI

Nick joined our team in 2022. He is a native of North Carolina and moved to Arizona in 2017. His primary role is to grow and support our existing client base. Nick has been in the financial industry for more than nine years at previous firms: MassMutual, Wells Fargo Advisors and Edward Jones. He has a Bachelor of Science degree in business administration from High Point University, where he was a member of the men’s Division 1 golf team. 

Nick and his wife, Molly, have three children: Claire, Caroline and Daniel. He enjoys spending time with family, playing golf and watching golf, baseball, basketball and football. 

States Licensed: AR Insurance Lic. #17514529, AZ, CA Insurance Lic. #0L93728, CO, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, NC, NJ, NM, NV, SD, TX, WA, WI

Lisa has been in our office since 2014. She is the glue that keeps the practice organized and running smoothly. Lisa is both securities and insurance licensed and provides services for insurance, annuity and mutual fund accounts. She also supports marketing and manages both the charitable and educational events we hold throughout the year. Lisa has a Bachelor of Arts degree in communications from Arizona State University and a Master of Arts degree in organizational management from the University of Phoenix. 

Lisa volunteers at Paradise Valley Unified School District, La Casa de Cristo Lutheran Church and Feed My Starving Children, and she participates in several Thrivent Action Teams. She enjoys spending time with her adult children and extended family as well as hiking, traveling and reading.

States Licensed: AZ

Scott joined our team in 2018 but has been working in finance since 2012. He thoroughly enjoys using his passion and expertise to help others achieve their financial goals. Scott’s primary role is servicing managed accounts, trading and investment/market research. He is currently pursuing the Chartered Financial Analyst designation. 

States Licensed: AR Insurance Lic. #18689042, AZ, CA Insurance Lic. #4056001, CO, IA, ID, IL, IN, LA, MD, MN, MO, NC, NM, NV, SD, TN, TX, UT, WA, WI

Jessica (Jessi) started with Thrivent in 2021 and recently joined our team as a Practice Support Associate. She was exposed to Thrivent through her grandmother who has worked for Thrivent for over a decade allowing her to volunteer at many action teams through the years. Jessi joined Thrivent because she values giving back to the community and is looking forward to helping our team provide service to clients. She is both securities and insurance licensed. 

Jessi enjoys spending time with family, going to the gym, and exploring the outdoors. 

States Licensed: AZ, FL, MO

Marc joined Thrivent in 2015 in Spearfish, SD after earning his Master’s degree in Strategic Leadership at Black Hills State University. He has served our country for the past thirty-two years in the South Dakota Army National Guard including two combat tours: one to Iraq 2003 and one to Afghanistan in 2011. Marc was recently promoted to a full time position with the National Guard for three years. We are excited to have him on our team and can provide additional service to his clients during this time.

Marc and his wife Rita, have three grown children: Trevor, Nathaniel and Andrew. As a family they are committed to serving their community through church outreach programs, the Good Shepard Clinic, and veteran’s organizations. In their free time they enjoy family time together camping, hunting and fishing.

States Licensed: AZ, CA Insurance Lic. #4171352, MN, ND, NE, SD, WY

Linda has been with Thrivent for nine years and has 25 years of experience in benefits and investments at the Salt River Project. She has a Bachelor of Business degree from the University of Wisconsin, Milwaukee 

Linda is a board member with Childsplay, worship volunteer at All Saints Lutheran Church and participates in numerous Thrivent Action teams. She enjoys volunteering and traveling. 

States Licensed: AZ, CO, IA, IL, TX, WI