Tara Goins is a financial advisor with Thrivent Investment Management in Jupiter, FL, holding Series 63 and Series 65 credentials and having 17 years of industry experience. She has been with Thrivent Financial and its related entities since 2017, with prior employment noted in 2016-2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across various financial planning topics without implementing those recommendations directly. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate services.

Sarah Hoffman is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds a Series 66 designation and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of her advisory work, Hoffman serves on the board of Groundwork Guatemala, a nonprofit supporting educational sponsorships and community outreach in Guatemala. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers flexible engagement options and combines planning with managed-account programs under a consolidated billing structure called “WealthPlan.”