Insights
When he's not helping clients plan for their future, you'll find him enjoying life with his wife Bethany (married since 2014 💍) and their two young daughters, or out in the woods hunting and scouting deer 🦌🌲.A proud Stevens Point local for 16 years, Dan loves being part of a team that feels like family — one that shares his faith, values, and genuine passion for seeing clients thrive. 📍 Serving: Stevens Point & Wisconsin Rapids, WI 📋 Licensed in: AK, FL, IL, MI, MN, WI 📧 daniel.weltzin@thrivent.com 📞 715-544-1122See thrivent.com/social for additional disclosures.#MeetTheTeam #FinancialAdvisor #StevensPoint #WisconsinRapids #ThriventTeam #FamilyFirst
More purpose. More possibilities. More of what makes life meaningful.Let’s make the most of what you’ve been givenFor disclosure information, see thrivent.com/social.#FinancialPlanning #PurposeDriven #WealthManagement
Because a good financial plan isn’t just about what you have.It’s about what you want your life to look like. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
We’re excited to welcome Jordan to Voyage Financial Advisors as our Director of Planning Operations!With seven years of experience as a licensed Financial Advisor, Jordan brings a thoughtful approach to helping families turn big goals into clear, confident next steps.She’s passionate about helping people feel prepared for whatever life brings—and encouraging them to dream big for the people, goals and causes that matter most.Outside of work, Jordan and her husband, Tyler, live in Rib Mountain with their dog, Marble. She enjoys reading, camping, traveling, shopping local, serving at church and a competitive game of Scrabble. And apparently, she also has a front-row seat to Tyler’s never-ending list of home projects. 😉Welcome to Voyage, Jordan! We’re glad you’re here.For disclosure information, see thrivent.com/social.
Let’s see if your investments are still lined up with your goals. For disclosure information, see thrivent.com/social. #PortfolioReview #InvestmentPlanning #FinancialPlanning
Ryan has been with Thrivent since 2008, building his career in financial services after spending five years in youth ministry — a background that still shapes how he shows up for clients today.He has a deep passion for community and loves helping people unleash their generosity right where they live. Ryan and his family call Rib Mountain home, and in the summer you'll likely find him mountain biking or hiking with them.📍 Proudly serving Wausau, WI and Iron River, MI📞 715-544-1122 📧 ryan.jones@thrivent.comFor disclosure information, see thrivent.com/social.#MeetTheTeam #VoyageFinancialAdvisors #FinancialAdvisor
Because managing wealth isn't just about investments. It's about weaving together: ✅ Insurance ✅ Investments ✅ Tax planning ✅ Estate planning & wealth transfer...into ONE strategy built around YOUR life and YOUR legacy. 🌟We're not here to sell you a product. We're here to help you build a future. 📍 Ready to start the conversation? Let's talk about where YOU want to go.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
We're not here to just manage money — we're here to help you chase down your most important goals and biggest dreams. Our team brings together innovation, deep expertise, and genuine compassion, all working toward one shared vision: your future, done right.You deserve advisors who show up with purpose and passion. That's exactly what you'll find here.📞 715-544-1122 📧 voyagefinancialadvisors@thrivent.comReady to set sail on your financial journey? Let's talk. ⚓For disclosure information, see thrivent.com/social.#VoyageFinancialAdvisors #FinancialPlanning #YourFutureStartsHere
Dan has been in financial services since 2010 and has led the Voyage Financial Advisors team since 2013. He's passionate about helping clients navigate their financial journey with clarity and confidence every step of the way.Outside the office, Dan calls Rhinelander home with his family. He's a woodworker, a car enthusiast, and enjoys diving into educational philosophy in his spare time. Come summer, you'll likely find him swimming or four-wheeling with his kids.📍 Proudly serving Stevens Point, Wisconsin Rapids, Verona, and surrounding communities.📞 715-544-1122 📧 daniel.demers@thrivent.comFor disclosure information, see thrivent.com/social.#MeetTheTeam #VoyageFinancialAdvisors #FinancialAdvisor
We’re excited to open the doors to the new Voyage Financial Advisors office in Wausau!📍 226126 Hummingbird Rd. | Wausau, WI 54401A bigger space for a growing team, meaningful conversations, and helping more people navigate their financial journey.Come see what we’ve been building. For disclosure information, see thrivent.com/social
Markets fluctuate. Life happens. Plans evolve.The value of a reliable advisor is helping you move forward with confidence through it all.See thrivent.com/social for additional disclosures.#FinancialPlanning
A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.Your tax bracket is a planning tool. Use it.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Family businesses can make succession planning a little more complicated.Who wants to take over?Who doesn’t?What happens to the siblings?Who makes the decisions?And how do you make it fair?These conversations can get uncomfortable—but avoiding them doesn’t make them disappear.We’re here to help.The earlier you start the conversation, the more options you may have.For disclosure information, see thrivent.com/social.#FamilyBusiness #SuccessionPlanning
Numbers matter. But people matter more.Our team is made up of experienced financial professionals who believe good planning starts with actually getting to know you—your goals, your priorities, and what keeps you up at night.We’re here for the big decisions, the unexpected turns, and all the conversations in between.Because we’re not looking for a one-time transaction.We’re building relationships that last.https://connect.thrivent.com/voyage-financial-advisors#FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose
Your financial plan should reflect more than your income and investment accounts.Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.It’s not about separating faith from finances.It’s about putting your values on the table.For disclosure information, see thrivent.com/social
That’s why we bring an entire team of professionals to the table—working together to build a dedicated strategy around what matters most to you.Whether you’re an individual, a business owner, or planning for the next generation, our goal is the same:Less financial guesswork. More clarity.For disclosure information, see thrivent.com/social #FinancialPlanning #WealthPlanning #FinancialClarity #LegacyPlanning
Good tax planning connects the dots.#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategyFor disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Our team is made up of experienced professionals who are committed to building lifelong relationships with the people we serve. Our 8 offices are located in the below cities:Stevens Point Wausau Eau Claire Marshfield Neillsville Verona Wisconsin Rapids Iron River💻https://bit.ly/4pbrMIqFor disclosure information, see thrivent.com/social.#OurStory #ClientFirst #HereForYou #RelationshipsMatter #FinancialGuidance
Every family has a different story, different priorities, and different hopes for the future. That's why we believe financial planning starts by getting to know you—not your portfolio.The plan comes after the conversation. For disclosure information, see thrivent.com/social#RelationshipsMatter #FinancialPlanning #PeopleFirst