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Cassidy W
Series 66
Spring, TX
Thrivent Investment Management
Cassidy Wilson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning engagements focused on topics such as retirement, income tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing approach, while keeping planning and portfolio management services separate.
Sarah D
Series 66
Spring, TX
Thrivent Investment Management
Sarah Davis is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Mark H
Series 63, Series 65
Spring, TX
Thrivent Investment Management
Mark Hemann is a financial advisor with Thrivent Investment Management in Spring, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Hemann serves as a board member and treasurer for the Northampton Municipal Utility District and co-manages a family-owned ranch property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning areas without portfolio management for institutional clients. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan” while keeping these services separate.
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