Allen, TX W Bethany Drive Office

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Stephen Drake is a financial advisor with Thrivent Investment Management in Allen, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in educational settings including Grand Prairie ISD, Faith Family Academy, and Ector County ISD. 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, holistic financial planning covering various topics, with the option to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Richard Chaves is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. He has worked at Thrivent since 2023, following prior roles at Fisher Investments and Ameriprise Financial Services. 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 financial analyses and planning on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Charles Tran is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2017 before joining Thrivent in 2017. 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 financial planning without discretionary trading authority. The firm supports combining planning with managed-account programs via a consolidated billing option called WealthPlan, while keeping these services separate.

Philip Hanna is a financial advisor at Thrivent Investment Management in Allen, TX, with eight years of industry experience. He holds Series 63 and Series 65 credentials. His previous work includes roles at JP Morgan Securities, Lyft, and the New York State Common Retirement Fund. Outside of financial advising, he operates an e-commerce business purchasing and reselling used car parts on eBay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers a consolidated billing option combining planning and managed-account services while maintaining them as separate engagements.

Victor Barton is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thrivent since 2018. Prior to his current role, he spent ten years at St. Mark's School of Texas and five years at The University of Texas at Dallas. 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 with a focus on broad financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Janai Deitt is a financial advisor with Thrivent Investment Management in Allen, TX, holding the Series 66 designation and three years of industry experience. Her prior roles include positions at First Command Advisory Services and military service in the US Army. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary portfolio management.