Insights
The best things in life aren’t things. Your financial strategy should reflect that.For disclosure information, see thrivent.com/social.
Here are just a few of the Action Teams our members are hosting!❤️For additional disclosure, see thrivent.com/social
Nathan is a proud husband, dad of three active kids, and Army service member with 22 years of service. Since settling in Eau Claire in 2016, he’s enjoyed building relationships and helping individuals and families make confident financial decisions.His goal? Make financial planning feel less overwhelming and help clients align their money with what matters most.Because your finances should support the life you want to live.#MeetNathan #FinancialPlanning #PlanWithPurposeFor disclosure information, see thrivent.com/social.
Success looks different for everyone. Maybe it means growing your business. Maybe it means spending more time with your family. Or maybe it means reaching a point where work becomes a choice instead of an obligation.We help professionals and business owners make intentional financial decisions to move toward that kind of freedom.Your money should support your life — not run it.For more information visit Thrivent.com/social.#PlanWithPurpose
Have you used your Action Teams yet? Get involved in the community and make an impact ❤️https://www.thrivent.com/about-us/membership/thrivent-action-teamsFor disclosure information, see thrivent.com/social.
Our secret to doing things differently? It’s how we treat people.At Voyage Financial Advisors, we believe exceptional financial guidance starts with exceptional relationships. We lead with dedication, pursue excellence, practice gratitude, and work as one team—all while treating our clients and colleagues like family.Because doing things better starts with caring more.For disclosure information, see thrivent.com/social#VoyageFinancialAdvisors #PeopleBeforeNumbers
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