Bellevue, WA SE 8th Street Office

Samuel Capps is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory services, he holds a producer position at Mutual of Omaha related to insurance sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without direct implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option but does not offer portfolio management for institutional clients.

Jon Rorem is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2003. Outside of his advisory role, he is an agent for health insurance products through associations such as the Association of Washington Business and Blue Cross Blue Shield. 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 both one-time and ongoing planning engagements, addressing a wide range of financial topics and allowing clients to combine planning with managed-account services under a consolidated billing option.

Dorian Broadus is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds a Series 66 credential and has been with Thrivent and its affiliated entities since 2025. Prior to his financial services role, he was involved in youth and amateur sports organizations, including serving as a field manager and professional official for Top Tier Sports and as a professional umpire for Umpire Northwest LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without portfolio management or discretionary trading authority. The firm’s approach includes comprehensive planning on a variety of topics and an optional managed-account program under a consolidated billing arrangement.

Austen Wilson is a financial advisor at Thrivent Investment Management in Bellevue, WA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its investment management arm since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm delivers comprehensive written recommendations across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Joshua Post is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 license and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member of Railroad Creek Renewable Energy, a nonprofit project developing hydroelectric clean energy, and participates on the board of Immanuel Community Services, which provides services to homeless and poor individuals in Seattle. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across various financial topics without providing portfolio management or discretionary trading authority.

Mark Peterson is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is a partner in a fishing guide company, Kenai Kingpin Outfitters LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of advisors. The firm focuses on holistic, goal-based planning covering areas such as retirement, income tax, and estate planning, with planning services offered separately from managed-account programs.

Joel Johnson is a financial advisor at Thrivent Investment Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2009. Outside of his advisory role, he is co-owner of an LLC that manages a cabin property and co-owns a related jet ski operation at Priest Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based planning supported by modeling tools and offers integrated options for planning and managed accounts.

Robert Taylor is a financial advisor at Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2025. Prior to joining Thrivent, Taylor worked in various roles including at Taylor Tech and Bridge Locations, and has experience with entrepreneurial ventures such as Elite Editing / Elite Authors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s services focus on planning without discretionary portfolio management, allowing clients to integrate planning with managed accounts under a consolidated billing option.

Vitaliy Petrov is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation and eight years of industry experience. He previously worked at Park Place LTD from 2015 to 2018 before joining Thrivent Financial and Thrivent Investment Management in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based, holistic analyses addressing a wide range of planning topics, offering options for integrating planning with managed accounts under a consolidated billing arrangement.

Michael Rogers is a financial advisor at Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Thrivent Financial and has experience with Friends of the Children Seattle and Bohunt School Wokingham. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial planning without discretionary portfolio management.

Bruno Dornelas is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 credential and having one year of industry experience. His prior work includes roles at Thrivent Financial and self-employment, as well as experience in various businesses dating back to 2014. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

Ricky Baker is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2022, and previously operated Baker Hardwood Floors for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”