Insight Planning Group

At Insight Planning Group, our mission is to help you make wise financial decisions.

our team

We can't wait to meet you

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.

Bill BohmerWealth AdvisorCFP®, ChFC®, CLU®, CASL®, FIC

Michael MartinWealth AdvisorCFP®

Brett MalletteAssociate Wealth AdvisorCFP®

Scott BernerFinancial Advisor

Jessica PamenterDirector of Operations

Aleigh WhiteheadRelationship Manager

Jennifer FarnumExecutive Assistant

Marie StandifordRelationship Manager

Karl DorrAssociateLUTCF®, FIC

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Temecula Location27280 Via Industria Suite A
Temecula, CA 92590Phone951-676-6450HoursM – F: 9 a.m. – 3 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 951-676-6450

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.