Plan Intentionally. Live Generously.

These two simple phrases have guided CEOs and Wealth Advisors Zac Larson and Corey Schmidt for nearly 40 combined years, both with their clients and in their personal lives. It has been the cornerstone of their practice and now it’s the inspiration for their new name – IntentGen Financial Partners.

As an independent practice of Thrivent Financial, IntentGen Financial Partners retains the best that Thrivent offers, but can now offer new ways to serve their clients and their community in ways even greater than before. By empowering people to make wise financial decisions, IntentGen Financial Partners helps clients plan intentionally and live generously in order to maximize the impact on their families and their communities.

Our Mission

Empower people to make intentional financial decisions to live with greater purpose.

Our Vision

To be servant leaders by putting our values into play each day. We envision a world where people feel unrivaled confidence and positivity about their financial decisions as they make an intentional difference - for their family, future generations, the community, and those less fortunate.

WHAT WE BELIEVE

Full Transparency

Plan Intentionally

Live Generously

Have Purpose

Build Relationships

WHAT A FINANCIAL PARTNERSHIP LOOKS LIKE: THE ACCUMULATION YEARS

RETIREMENT TRANSITION YEARS

MEET OUR TEAM

  • Zachary LarsonCFP®, ChFC®, FIC

    Founding Partner, Wealth Advisor

    • Augustana College; B.A in finance and management
    • 17 years with Thrivent Financial
    • Good Shepherd Lutheran Church
    • Retirement income planning
    • Investment management
    • Wealth transfer
    • Tax efficiency strategies
  • Corey SchmidtCFP®, ChFC®, FIC

    Founding Partner, Wealth Advisor

    • Luther College; B.A. in accounting and management.
    • 20 years with Thrivent Financial
    • St. Timothy Lutheran Church
    • Retirement income planning
    • Investment management
    • Wealth transfer
    • Tax efficiency strategies
  • Candy Egan

    Director of Client Experience

    • 11 years with Thrivent Financial
    • Notary public
    • Willow Creek Community Church
    • Scheduling
    • Client events
    • Notarize documents
    • Thrivent Community liaison
  • Elise Sereda

    Practice Development Manager, Client Service Coordinator

    • University of Iowa; B.A. in communication studies
    • 7 years industry experience
    • 4 years with Thrivent Financial
    • Service requests, forms, insurance payments, new and existing policy questions for Corey Schmidt’s clients
    • Fields emails for Corey Schmidt
  • Jacob SchatzFIC, RICP®

    Director of Financial Planning and Investment Operations

    • Carthage College; B.A. in business administration and marketing
    • 10 years with Thrivent Financial
    • Good Shepherd Lutheran Church
    • Investment analysis
    • Financial planning tools
    • Questions on your brokerage/managed accounts
    • Trades/transfers, withdrawals/deposits
  • Jay HitselbergerMBA

    Associate

    • East Carolina University; B.A. in Political Science
    • College of Charleston; MBA in Finance
    • 4 years of industry experience
    • Recently joined our team
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  • Katie Jabeck

    Client Service Coordinator

    • Georgetown College; B.A. in Economics
    • 4 years with Thrivent Financial
    • 11 years industry experience
  • Kelly Giebel

    Client Service Coordinator

    • Northwestern University; B.A. in anthropology
    • 14 years management and customer service experience
    • Service requests, forms, insurance payments, new and existing policy questions for Zac Larson’s clients
    • Fields emails for Zac Larson
  • Lindsay Welch

    Relationship Manager

    • 4 years with Thrivent Financial
    • Has been with the team for 1 year
    • Information on working with our practice
    • Referrals to professional partners
  • Paul BushmanFIC, RICP®, CLTC

    Associate

    • Northeastern Illinois; B.A.
    • 13 years as a Financial Associate at Thrivent Financial
    • Immanuel Lutheran in Elmhurst

Disclosure

An independent practice of Thrivent Financial.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.


Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


THRIVENT IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

Licensing

Zachary Larson is licensed to do business in AZ, CA, CO, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, ND, NM, NY, OH, PA, SC, SD, TX, VA, WA, and WI. CA Life/Health Insurance License ID 0I62145, CA Securities Insurance ID 19334050, CA Variable Annuity Insurance ID 0I62145, CA Variable Universal Life Insurance ID 0I62145.

Corey Schmidt is licensed to do business in AZ, CA, CO, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, PA, SC, SD, TX, VA, WA, and WI. CA Life/Health Insurance License ID 0I65607, CA Securities Insurance ID 19334051, CA Variable Annuity Insurance ID 0I65607, CA Variable Universal Life Insurance ID 0I65607.

Jay Hitselberger is licensed to do business in IL.

Jacob Schatz is licensed to do business in AZ, CA, CO, FL, IA, IL, IN, MD, MI, MN, MO, NC, ND, NM, NY, OH, PA, SC, TX, VA, and WI. CA Life/Health Insurance License ID 0J00006, CA Securities Insurance ID 19349549, CA Variable Annuity Insurance ID 0J00006, CA Variable Universal Life Insurance ID 0J00006.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Check the background of our representatives on FINRA’s BrokerCheck.