Omaha, NE W Center Rd Office

Shelli Perez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Her background includes roles at Thrivent Financial, Shipt, Myrtle & Cypress Coffeehouse, Structure Decks & Pergolas, and the Hearts & Minds Early Childhood Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a range of topics without discretionary trading authority. The firm’s approach integrates planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Chelsie Olson is a Series 66-licensed financial advisor with Thrivent Investment Management in Omaha, NE, with seven years of industry experience. She has been with Thrivent entities since 2014, working at Thrivent Financial since then and Thrivent Investment Management since 2018. 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 that covers a wide range of topics, including retirement, income tax, estate, and special needs planning, without handling implementation of recommendations.

Paul Baumann is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and four years of industry experience. He previously worked at KEMBA Financial Credit Union and Pentagon Federal Credit Union. He serves as an elder at Zion Lutheran Church, where he participates in board activities related to church operations and fund allocation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning addressing a wide range of topics, with an option to combine planning with managed-account programs under a consolidated billing system.

Scott Scearcy is a financial advisor at Thrivent Investment Management in Omaha, NE, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2016. 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 that covers topics such as retirement, tax, estate, and special needs planning, delivered as one-time or ongoing engagements without discretionary trading authority.

William Diederich is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, he serves as Treasurer and Board Director for the Santa Lucia Festival Committee, a nonprofit focused on maintaining Sicilian Catholic traditions in Omaha, and acts as a consultant for a residential flooring and tile installation business. 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 analyses and planning across multiple financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and investment management.

James Sadler is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2021. Prior to his advisory role, he worked at Brookfield Properties / Westroads Mall for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separation between services.