We believe our clients and their families can—and should—live their best financial lives

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Insight Planning Group

Our Insight Planning Process provides clarity and empowerment to help bring the planning into reality, and our ongoing world-class service allows for adjustments as life changes. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement.

Team Intro

Our Insight Planning Process provides clarity and empowerment to help bring the planning into reality, and our ongoing world-class service allows for adjustments as life changes. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement.

Our story

It all starts with a plan and what your goals are. We want to get to know you on a personal level, including what you’re passionate about and what you hope to achieve in retirement.

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Our team

Bill Bohmer

CFP®, ChFC®, CLU®, CASL®, FIC

Wealth Advisor

Michael Martin

CFP®

Director of Dedicated Planning and Operations

Karl Dorr

LUTCF®, FIC

Associate

Jessica Pamenter

Office Professional

Aleigh Whitehead

Office Professional

Marie Standiford

Office Professional

How we work with you

Our team utilizes our data-driven process along with a team approach, to work with our clients and be at the center of their financial lives. We aim to be the resource you turn to for all financial-related questions.

Our solutions

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

Disability income insurance

Disability income insurance replaces a portion of your income if you get sick or hurt and can’t work for an extended period of time.

About Thrivent

Helping you follow your heart 

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent. 

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.