Jason Baird is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Northwestern Mutual from 2023 to 2024. Prior to his financial career, he was involved with Ramoth Baptist Church and Leesburg Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across various financial topics, delivered either as a one-time or ongoing service separate from portfolio management.

Paul Haecker is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously operated his own firm, Paul Haecker LLC, for 31 years before joining Thrivent in 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers goal-based financial planning on a variety of topics without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”