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.
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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.
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Good tax planning connects the dots.
#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy
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
State 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/4pbrMIq
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#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.
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#RelationshipsMatter #FinancialPlanning #PeopleFirst
A little planning today could leave more of your hard-earned money where it belongs—with you and your family.
#WealthManagement #TaxEfficient #FinancialPlanning
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
We believe financial planning is about more than preparing for retirement or growing your investments. It's about creating a strategy that reflects your values, protects the people you love, and gives you the confidence to pursue what's next.
Let's build a plan with purpose.
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We help you think clearly when life gets complicated.
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Every person we meet has a different story, different priorities, and different goals. That's why every plan we build is just as unique.
No cookie-cutter advice. Just thoughtful strategies designed to help you make smart decisions with confidence.
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#FinancialPlanning #FaithBasedAdvisor #FinancialConfidence #PlanWithPurpose
No buzzwords. No pressure. Just practical guidance for the road ahead.
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#FinancialConfidence #SmartPlanning #CommonSense
Investments are important—but they're only one piece of the puzzle.
The real power comes when your investments, retirement goals, tax strategies, estate planning, and values all work together.
That's what comprehensive planning looks like.
That's the difference a strategy can make.
For more information visit Thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#FinancialPlanning #WealthStrategy #Retirement #EstatePlanning
We believe planning isn't a one-time event—it's an ongoing partnership. Together, we'll build a strategy that grows with your life, adapts to change, and keeps your long-term goals in focus.
Because your future deserves more than a file sitting on a shelf.
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#FinancialPlanning #RetirementPlanning #PlanWithPurpose
💙 What matters most to Dan?
Family.
Faith.
Serving others.
After more than a decade in the financial industry, Dan continues to enjoy helping clients build confidence in their financial future. Since joining our team in 2020, he's found something special—a team that feels like family and shares his commitment to faith, integrity, and putting clients first.
Outside the office, Dan enjoys making memories with his wife, Bethany, and their two daughters, or heading into the woods to hunt and scout.
📍Serving families throughout Stevens Point and Wisconsin Rapids.
#MeetTheTeam #FinancialAdvisor #FaithDriven #FinancialPlanning #Wisconsin #TeamCulture
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We believe the strongest financial strategies don't stop at building wealth—they help you think through how taxes may impact what you've worked so hard to earn.
You deserve a smarter plan.
https://connect.thrivent.com/voyage-financial-advisors
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#TaxPlanning #InvestSmarter #FinancialPlanning #RetirementPlanning #PlanWithPurpose
Life is full of unexpected turns, but your financial future doesn't have to be uncertain.
We enjoy helping our clients navigate life's biggest financial decisions with personalized guidance, thoughtful strategies, and a long-term perspective.
Let's build a plan that's designed around what matters most to you.
https://connect.thrivent.com/voyage-financial-advisors
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#FinancialGuidance #PurposeDriven #FinancialWellness
We can help you manage today's income for tomorrow's freedom.
https://connect.thrivent.com/voyage-financial-advisors
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Our advisors are dedicated professionals focused on building lifelong client relationships. Alongside expertise, they prioritize genuine care. When you work with us, you collaborate with a team of financial professionals to create a strategy tailored to your goals.
https://connect.thrivent.com/voyage-financial-advisors
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#FinancialPlanning #TeamApproach #ClientFocused #FinancialConfidence #WealthStrategy #PlanWithPurpose
Because protecting a livelihood means protecting the life someone worked hard to build. We're here to help.
https://connect.thrivent.com/voyage-financial-advisors
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We provide knowledge and resources to help others make wise money choices on their financial journey.
https://connect.thrivent.com/voyage-financial-advisors
#purpose
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A smooth unified approach that's build around you.
https://connect.thrivent.com/voyage-financial-advisors
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