Lakewood, CA Watson Plaza Dr Office

Aubrey Robertson is a financial advisor with Thrivent Investment Management in Lakewood, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with Thrivent Financial since 2017 and has prior experience at Wells Fargo Advisors and Raymond James Financial. Outside of his advisory role, Robertson is an author of Christian books and content. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various planning topics without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option while maintaining separation between these services.

Benjamin Koehlinger is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Vice President of the Majors Division for the Lakewood Village Little League, organizing games and coordinating league activities. 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 focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Geoff Delahanty is a Series 66 licensed advisor with Thrivent Investment Management in Lakewood, CA, with 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 Secretary on the Board of Directors for Ball Girls Baseball Corporation, an organization that facilitates competitive baseball training and events for girls and women. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses across diverse planning areas. The firm’s approach separates planning from managed-account services, providing ongoing reviews while not accepting discretionary trading authority for its planning services.

Kelsey Esswein is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, Esswein is an independent consultant for Arbonne International, focusing on nutritional and skincare products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and broad financial planning without portfolio management for institutional clients.