Voyage Financial Advisors

voyagefinancialadvisors@thrivent.com

(715) 544-1122

What differentiates Voyage Financial Advisors is our common-sense purpose, brought to life by uncommon passion. Our team features innovative, knowledgeable and compassionate professionals with a shared vision to help our clients achieve their most important financial goals and dreams.

Team intro

Our Story

Our associates are comprised of experienced professionals committed to developing lifelong relationships with our clients. Not only will you find our team members knowledgeable, but you will also discover that we truly care about helping you achieve your goals.

Our team

Daniel Demers

FIC, RICP®

Financial Advisor

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Daniel Weltzin

FLMI, RICP®

Financial Advisor

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Ryan Jones

Financial Advisor

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Clancy Cramer

Financial Advisor

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Ian Kopp

Associate

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Beth Oestreich

Associate Financial Advisor

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Brian Erickson

Director of Operations

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Sandy Abel

Securities Support Associate

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How we work with you

At the heart of everything we do is a focus on you, our client. And the starting block of every relationship is taking time to get to know you and understanding your goals so we can craft a customized financial plan. Managing wealth is not our sole purpose—our team uses a holistic approach when coordinating insurance, investment, tax, succession and estate planning. We want to help you get the most out of your life and your legacy.

Our solutions

Dedicated planning services

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

Advice services

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

Disability insurance

Disability income insurance replaces a portion of your income if you get sick or hurt and can’t work for an extended period of time.

About Thrivent

Helping you follow your heart

Whether it’s their faith, families or communities. Thrivent clients use our financial advice for something bigger than money. Watch one clients’ story and get inspired to follow your heart with Thrivent.

Community impact

Community Impact

It’s about more than just being a business. We live here. Raise our children here. We have a real investment in our local communities, schools and organizations.

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.

Join our team

With the right combination of skills, experience and passion, a career in this industry can make a ton of sense. If you align with the values, vision, commitment and our concern for those we serve, we would love to have a conversation with you.

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.

News and insights

A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect. 📱(715) 544-1122 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

This Thanksgiving, let's carve out time for #gratitude and #reflection. Wishing you a day of joy, peace and financial well-being. Happy Thanksgiving!💛

We will take time to understand your values and we'll identify what's most important to you. 📱(715) 544-1122 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Contact

Office information

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Address:

3233b Business Park Dr
Stevens Point, WI 54482

Phone:

(715) 544-1122

Email:

voyagefinancialadvisors@thrivent.com

Operating hours:

Monday through Thursday 8am - 4:30pm; Fridays and evenings by appointment

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.