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

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.

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

Ryan Jones

Financial Advisor

Beth Oestreich

Associate Financial Advisor

Teri Jaeger

RICP®

Associate Financial Advisor

Daniel Weltzin

FLMI, RICP®

Financial Advisor

Brian Erickson

Licensed Office Professional

Sandy Abel

Office Professional

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. 

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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 partner

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.

Contact

Be sure not to include any personally identifiable information such as social security numbers, account numbers, or medical/health information.

By sending this request, I agree that Thrivent or a Thrivent financial professional may contact me at the phone number(s) I provided, even though I may be on a Do Not Call Registry and/or it may be a wireless number.

To learn more about the privacy of your information, visit our privacy policy.

Office information

Phone:

(715) 544-1122

Email:

voyagefinancialadvisors@thrivent.com

Operating hours:

Monday through Friday 9am - 5pm

Designations

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