About Wims Financial Group
We’re proud to be Thrivent Financial Professionals. As a family, we have been involved with Thrivent, Habitat for Humanity Builds, and Thrivent Action Teams for 30 years. Our team was actually built on a Habitat for Humanity Build Trip in the jungles of Guatemala. Bret had begun to think about his own plan and legacy and knew it was time to strategize for the day that he too may retire. On the Habitat trip with Adam, it clicked that he was already in business with his best partner and the person who would serve the clients he loves when he stopped coming to the office. Adam is a great fit, already knew the depth of his dad’s relationships with his clients and was ready to join his dad in their shared passion of helping those around them.
We see money as a tool, not a goal – and partner with you to afford a life rich in meaning and gratitude. Just like our family is our business, our clients become like family as we work together to accomplish goals from generation to generation.