Katy, TX Office

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Jessica Dail is a financial advisor with Thrivent Investment Management in Katy, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, including prior roles at PFS Investment Inc. and Primerica Financial Services. Outside of finance, she works as a substitute tutor for SpiderSmart, providing instruction in English, reading, spelling, and writing to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various financial topics and opportunities to combine planning with managed-account services under a unified billing system.

Terral Hogan is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Robinhood Markets, Inc. and Empower Retirement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses on various financial planning topics. The firm does not offer portfolio management for institutional clients or serve as a selector of other advisers for institutional mandates.

Stacy Spier is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Spier worked at Alfasigma USA for 20 years and held other positions in the medical sector. 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 planning on a variety of topics without discretionary trading authority and provides an option to combine planning with managed-account services under a consolidated billing program.