Dane Ankeny is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as an assistant coach for a local youth wrestling team and holds leadership positions on community boards including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning across a variety of topics and allows clients to combine planning with managed accounts while keeping services distinct.

Lisa Berg is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Eagle Bank’s financial services division, and Ameriprise. Berg has been with Thrivent since 2019. 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 allows clients to combine planning with managed-account services under a consolidated billing option while maintaining these services separately.