Irvine, CA Discovery Office

Nicholas Dodson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Irvine, CA. He has been with Thrivent since 2026 and has prior experience at Dependable Life Group LLC, Family First Life, Amazon, Center for Autism and Related Disorders, and Nordstrom. 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 analyses and written recommendations across various financial planning topics. The firm offers ongoing or one-time planning engagements and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kennedy Shaw is a Series 66-registered financial advisor with Thrivent Investment Management, based in Chesterbrook, PA. Shaw has three years of industry experience and has worked at Thrivent Financial and related entities since 2022. Prior to entering the financial advisory field, Shaw held various roles including a position at Lorimar Winery from 2020 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across a range of financial topics while keeping planning and managed-account services separate. The firm does not manage institutional portfolios, focusing instead on personalized planning relationships.

David Parker is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Thrivent, he worked at Pine Point Advisors LLC and Bryant University. Outside of his advisory role, he owns a second home in New Hampshire that he rents via Airbnb and VRBO. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses without discretionary portfolio management, and offers planning and managed-account options through a consolidated billing service called “WealthPlan.”

Vincent King is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Thrivent Investment Management and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. King also holds sales agent roles with multiple life insurance companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account programs under a consolidated billing option.

Sarah Mackay is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Thrivent since 2018, with roles at both Thrivent Financial and Thrivent Investment Management Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm focuses on goal-based, holistic financial planning across topics such as retirement, tax, estate, and special needs, providing written recommendations without discretionary trading authority.

Christopher Schmitt is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, U.S. Bancorp Investments, and MUFG Union Bank. Schmitt is based in Rancho Palos Verdes, CA. 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 across a broad range of topics, with options to combine planning with managed-account programs under a consolidated billing system.

Matthew Detisch is a financial advisor at Thrivent Investment Management in Irvine, CA, holding a Series 66 designation. He began his advisory career in 2026 and has previous experience in various roles including work at DoorDash and Century Support Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers flexible planning engagements without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option.

Ignacio Brache is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management. He has worked at Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, he coaches high school, college, and professional kickers and punters, and serves as president of Brache Bread, a nonprofit that funds mission trips for students and adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without implementing those recommendations. The firm combines holistic, goal-based analyses with optional managed-account programs while maintaining advisory and planning services separately.

Joshua Huezo is a financial advisor with Thrivent Investment Management in Irvine, CA, holding a Series 66 designation and three years of industry experience. He has been with Thrivent and its affiliates since 2022 and previously worked at Custom Building Products from 2016 to 2023. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Jordan Liebling is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning across a range of topics without including implementation, and allows clients to integrate planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Jose Frausto Gutierrez is a financial advisor with Thrivent Investment Management in Irvine, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Thrivent, he worked at Eagle Community Credit Union and has experience in education and logistics. Outside of his advisory role, he owns JF Deck & Stair Waterproofing, a business specializing in protecting outdoor structures from water damage. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning analyses covering topics such as retirement, tax, estate, and business continuation, with planning and managed-account services delivered separately.

Nicholas Romero is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2017, following a one-year tenure at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based planning covering multiple financial topics, while keeping planning services and managed-account programs separate.

Dalia Nofal is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has held positions within Thrivent Financial and its investment management arm since 2024. Her prior work includes roles in technology assurance and hospitality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based financial plans and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.