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 Rhinelander. 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 and Verona

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

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.

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.

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 with 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.

Kelsie has been with Thrivent since January of 2023 and joined Voyage in January of 2024. 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 graduate from UW-Stevens Point and has been living in the Stevens Point area ever since. 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.

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.

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.

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.

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.