Our team

Managing Partner of Voyage Financial Advisors

A financial services practice of Thrivent.

Dan has been in financial services since 2010. He has been leading the Thrivent Voyage Financial Advisors team since 2013. He and his family live in Stevens Point. He enjoys woodworking, studying educational philosophy and is a car enthusiast. In summer, you’ll likely find him swimming or four-wheeling with his kids.

Communities Served:

Wisconsin: Stevens Point, Wisconsin Rapids, Verona

Managing Partner of Voyage Financial Advisors

A financial services practice of Thrivent.

Ryan has been in the financial services industry, all with Thrivent, since 2008. Prior to his time in leadership at Thrivent, Ryan spent five years in youth ministry. He and his family live in Rib Mountain. He has a passion for his community and loves helping people unleash their generosity locally. In summer, you'll likely find Ryan spending time with his family mountain biking or hiking.

Communities Served:

Wausau, WI and Iron River, MI

Cathy joined Thrivent in 2022 after spending 24 years in the pharmaceutical sales industry in southeastern Wisconsin. She has returned to her hometown of Iron River, MI, where she is actively engaging with the community and her church. As the second oldest of six siblings, she values family and cherishes her role as an aunt to 16 nieces and nephews. In September 2023, Cathy married her husband, Craig. They both share a love for outdoor activities such as snowmobiling, side-by-side riding, fishing, and campfires.

Communities Served:

Iron County, Dickinson County and surrounding counties

Dan has been in the finance industry since 2011 and joined the team in 2020. He has been married to his wife Bethany since 2014, and they have two young daughters. He has lived in the Stevens Point area for 16 years and enjoys time with his family and spending time in the woods hunting or scouting for deer. Dan values working for a team that feels more like a family. He enjoys working for a team that shares the same faith, values, and desire to see their clients succeed.

Communities Served:

Wisconsin: Stevens Point and Wisconsin Rapids

Oua has been working for Thrivent since 2010. He joined the team in June of 2024. Prior to this, he has worked in primarily business and operations management roles for both medical and technology industries. He and his family live in Eau Claire. Oua enjoys spending time with his family by playing tennis or going for a bike ride. He also enjoys meeting new people and finding out things they have in common. Oua loves the team environment and the care that the team has for one another and their clients.

Communities Served:

Wisconsin: Eau Claire and Wausau

Minnesota: Minneapolis and St. Paul

Scott joined Thrivent as a financial advisor in 2015. He joined the team in February of 2024. Previously he worked as a territory sales manager. He and his family live Wausau. In the summer, you will find Scott working on his lawn or spending time camping in Door County. Scott enjoys getting to work with a team and sharing their similar values.

Communities Served:

Wisconsin: Wausau, Neillsville and Marshfield

Jim joined Thrivent as a financial advisor in 1996 and is a Hall of Fame recipient. He joined the team in January of 2023. Previously, he worked in the modular housing industry and was an emergency medical technician. He and his family live in Iron River. In the summer, Jim enjoys golfing, time on the lake, and flying airplanes.

Communities Served:

Iron River, MI and surrounding counties

Brian joined the team in 2019. Previously, he worked in corporate financial and retirement planning. He and his family live in Plover. Brian is passionate about helping people and enjoys the opportunity to inspire people to achieve success. In summer, you’ll find him at the lake or water skiing.

Sandy joined the team in 2022. She has been in financial services since 2003, with 17 of those years at Thrivent. Prior to this, she worked in campus ministry. Sandy and her family live in Appleton. In the summer, she enjoys spending time outside either walking or hiking. Sandy enjoys working for a hard-working team that is dedicated to top-notch service for our clients.

Beth joined Thrivent as a financial advisor in 2021. She joined the team in 2022. Previously, she was a math teacher for 18 years. Beth has a passion for numbers and helping others, which makes her role on Voyage a perfect fit! She and her family live in Wausau. In summer, you'll find Beth and her family on a mountain bike trail or on a lake up north.

Ian joined our team in 2023 with experience in finance since 1987. He resides in Lake Elmo, MN along with Wendy, his spouse, and their chocolate lab Mabel. They enjoy traveling, camping, kayaking, and time with children and grandchildren. Ian enjoys supporting our team and the privilege to serve our clients in a meaningful way.

Sara joined the team in 2023. Her background in customer service and office administration make her a great fit with the team. She and her family live in Stevens Point. In the summer, you'll find her and her family playing yard games, biking, backpacking, and enjoying water activities.

See joined the team July of 2024. She previously worked in the banking industry. See and her family currently live in Eau Claire. See enjoys spending time with her family by going on walks on the trail paths and playing competitive board games.

Kelsie has been with Thrivent since January 2023 and recently joined Voyage. Previously, she worked in education and was an owner/operator of a childcare center. Kelsie and her family live in Iron River and enjoy spending time in the great outdoors.

Jamie joined the team in July of 2024. She is a recent graduate from UW-Stevens Point. Jamie has a passion for helping others live a truly fulfilling and healthy life. When she's not at work, she loves playing sports, being outdoors, and spending time with loved ones.

Angie joined the team in 2022. Previously, she worked for a solar company in California. Angie lives in Kronenwetter. In the summer, she enjoys spending time with her family and her husband at her family’s strawberry farm. Angie enjoys working for a team of dedicated individuals who combine their resources and commitments to serve in the best interests of our clients.

Christina joined the team in January of 2024, and values working with a team of shared faith. She is passionate about providing excellence in client services alongside her colleagues. A Stevens Point native since 2007; Christina came to love serving the community and building meaningful connections during her years in fast food management. She has a passion for rock climbing and exploring the woods and enjoys quality time with family and caring for the people around her.

Tylor joined the team in 2022. Previously he worked in the insurance and banking industry for nine years. He and his family live in Stevens Point. In the summer, you would likely find him spending time with his wife and two children either fishing, or hiking. Tylor enjoys being a part of a team that helps clients actively pursue their financial goals and values for themselves and their family.

Jacob joined the team in 2020. Previously, he was a campground manager. He and his family live in Wild Rose where he was born and raised. He enjoys outdoor activities, listening to podcasts, and is an avid Wisconsin sports fan—particularly the Milwaukee Bucks. In summer, you’ll likely find him relaxing and enjoying water sports at his family’s lake cabin.

Jennifer joined the team in 2015. Prior to this, she was a homemaker and worked with the elderly in home health care. She and her family have lived in Plover since 2008. Jennifer enjoys cake decorating, putting together Charles Wysocki puzzles, and walking with her husband and friends. In the summer, you’d likely find her out in the garden tending to her flower and vegetable gardens. Jennifer loves getting to see our team use their gifts to help clients and encourage one another.

Sydney joined the team in 2025, Previously she was in the banking industry for three years. Sydney has lived in Cudahy since 2017. She enjoys hiking with her family. Sydney is grateful to be working for a team that values community within the team.