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Eric B
Series 63, Series 65
Palm Beach Gardens, FL
Thrivent Investment Management
Eric Bilger is a financial advisor with Thrivent Investment Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he serves on the board of Southern Cross Service Dogs, a nonprofit focused on training service dogs for veterans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm emphasizes holistic planning and allows clients to combine planning with managed-account programs under consolidated billing through its WealthPlan option.
Ryan B
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Ryan Bartel is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Manvel Public School and Scheels. Thrivent Investment Management serves individuals, families, businesses, and nonprofit clients by providing Dedicated Planning Services that cover a wide range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and offers a consolidated billing option combining planning and managed accounts while keeping services separate.
Erich O
Series 66
Watertown, SD
Thrivent Investment Management
Erich Olson is a financial advisor with Thrivent Investment Management in Watertown, SD, holding a Series 66 designation and over 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, Olson volunteers as a 4-H instructor teaching shooting sports to youth and has served as president and program chair of the Rotary Club of Brookings, SD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows integration of planning with managed-account services under a consolidated billing option called “WealthPlan.”
Jessica W
Series 66
Carmel, IN
Thrivent Investment Management
Jessica Watson is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and the Putnam County Health Department for four years. Outside of her advisory role, she works as a travel agent helping clients book trips and serves as a substitute teacher and bus driver for the Greencastle School Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s services include a broad range of planning topics and offer clients the option to combine planning with managed-account programs under a consolidated billing structure.
Jacob K
Series 66
Santa Monica, CA
Thrivent Investment Management
Jacob Kinney is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Kinney serves as a vestry member at St. Aidan's Episcopal Church and assists with fundraising and community outreach for the Malibu Community Labor Exchange. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm separates planning from managed-account services and conducts periodic reviews without accepting discretionary trading authority for its planning services.
Alexander N
Series 66
Las Vegas, NV
Thrivent Investment Management
Alexander Newby is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 credential and has held various roles at Thrivent and Thrivent Financial since 2021. Outside of his advisory work, Newby is involved in entrepreneurial ventures including serving as COO of Skout Media, LLC, a company that builds and monetizes niche websites, as well as co-founding a game publishing company and an ice cream business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm emphasizes comprehensive analyses across multiple financial topics and integrates planning with managed-account services under a consolidated billing option.
Cheryl B
Series 63, Series 65
Montgomeryville, PA
Thrivent Investment Management
Cheryl Berry is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2017. Prior to her advisory role, she worked as faculty in the dental hygiene clinic at Montgomery County Community College, where she taught clinical skills. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”
Chase P
Series 66
East Lansing, MI
Thrivent Investment Management
Chase Peterson is a financial advisor at Thrivent Investment Management in East Lansing, MI, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Fifth Third Bank, Papa John's, General Nutrition Center, Great Harvest Bread Company, and Northridge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm combines goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, maintaining separation between planning and portfolio management.
Joshua S
Series 66
Denver, CO
Thrivent Investment Management
Joshua Senkbeil is a financial advisor with Thrivent Investment Management based in Denver, CO. He holds a Series 66 designation and has six years of industry experience, including prior roles at UW-Madison and Carthage College. Outside of his advisory work, he is a managing member of Boesch Estates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called WealthPlan.
Jack O
Series 66
Waconia, MN
Thrivent Investment Management
Jack O'Brien is a Series 66 licensed financial advisor with Thrivent Investment Management, bringing one year of industry experience. His background includes roles at Equitable Advisors and data analysis at Pro Football Focus. Outside of finance, he is involved in his local community as a member of the Waconia Chamber of Commerce and the Waconia-West Carver Rotary Club, and he coaches football and participates in local hockey activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based, holistic planning without discretionary trading authority, offering clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”
Carson M
Series 63, Series 65
Detroit, MI
Thrivent Investment Management
Carson Mamo is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Thrivent, he worked at Financial Architects, Inc. and FAI Advisors, Inc. for six years and operated a small landscaping business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics and combines advisory planning with managed-account programs under a consolidated billing option.
Christopher A
Series 66
Federal Way, WA
Thrivent Investment Management
Christopher Anderson is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and one year of industry experience. His prior work includes involvement in a small entrepreneurial venture, co-owning an LLC aimed at opening a bar for board game enthusiasts, though the entity is currently being dissolved. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering ongoing plan reviews through its network of advisors.
Joshua J
Series 66
The Woodlands, TX
Thrivent Investment Management
Joshua Jurek is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Thrivent Financial, Chick-fil-A, and ownership of HeBrews Coffeehouse. Outside of his advisory work, Jurek serves as a board member of the Design Discovery and Development Foundation and as a house church pastor at Grace House Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written financial recommendations across various planning areas without implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system, while advisors maintain responsibility for plan delivery and updates.
Deborah B
Series 66
Lady Lake, FL
Thrivent Investment Management
Deborah Beck is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2009. Outside of her advisory role, she serves as Secretary on the Board of Directors and Finance Committee Member and Stewardship Ministry Director at Amazing Grace Lutheran Church, in addition to holding leadership roles within the Florida-Georgia District LCMS. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based analyses that cover retirement, tax, estate, and other financial planning topics without including implementation. The firm offers integrated planning alongside managed account services through its WealthPlan program and maintains a distinct approach by not providing institutional portfolio management or adviser selection.
Cale B
Series 66
Concordia, MO
Thrivent Investment Management
Cale Brunkhorst is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 credential and has previously worked at MFA Inc. Brunkhorst serves as Vice Chairman of Advertising for the Concordia Civic Club Fairboard, which organizes the Annual Concordia Fall Festival, and is co-owner of FC Fitness LLC, a local 24-hour fitness center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and planning across multiple areas without discretionary trading authority. The firm supports combining planning with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining planning and asset management as separate services.
Constance A
Series 63, Series 66
Saltillo, MS
Thrivent Investment Management
Constance Ashmore is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent Financial and its affiliated entities since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm’s approach separates planning services from portfolio management and focuses on personalized client engagement through its network of financial advisors.
Janet S
Series 66
Sioux Falls, SD
Thrivent Investment Management
Janet Schlueter is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked at Thrivent and its affiliated Mark Schlueter-Thrivent Financial since 2011. Outside of her financial advisory role, she serves as president of the Peace Lutheran Church council in Sioux Falls, SD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a variety of topics, allowing clients to combine planning with managed-account services while keeping the two distinct.
Melissa K
Series 63, Series 66
Fort Myers, FL
Thrivent Investment Management
Melissa Kadrmas is a financial advisor with Thrivent Investment Management in Fort Myers, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked with Thrivent since 2018 and spent 19 years at Prepaid Legal Services, Inc. Outside of her advisory role, Kadrmas is a member of the U.S. Coast Guard Auxiliary, where she volunteers in boater safety operations and training. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics while keeping planning and managed-account services distinct.
Gregory M
Series 66
Sun Lakes, AZ
Thrivent Investment Management
Gregory Mengel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is a member of KGP Associates, LLC, which manages an office rental business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and periodic reviews, allowing clients to combine planning with managed-account programs under a consolidated billing option.
Emily B
Series 66
Minneapolis, MN
Thrivent Investment Management
Emily Barber is a financial advisor at Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has experience working with Thrivent and its affiliated entities since 2025. Prior to joining Thrivent, Barber held various roles including five years at The Freelance CFO and earlier positions in hospitality and photography. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option combining planning with managed-account services while maintaining these functions separately.
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