Surprise, AZ Office

David Coltom is a CFP® with 40 years of industry experience, currently serving at Thrivent Investment Management since 2004. He holds Series 63 and Series 65 registrations and is based in Surprise, Arizona. Coltom has a long tenure at Thrivent Financial for Lutherans and Thrivent Investment Management, Inc. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Ronald Adamoli is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Financial Engines Advisors, Bank of America, and Merrill. He also spent over two decades working as a caregiver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, and estate matters. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account options while maintaining discrete services and conducting periodic plan reviews.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, AZ. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to his current role, he has worked at entities including Eggstacy and GPRS, and has experience in education through positions at Grand Canyon University and Grand Rapids Community College. 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 addresses a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kari Kibby is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and account management services separate.