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 live with greater purpose. 

Live your purpose: Retire sooner.  Travel the world.  Start a business.  Give more.  College for kids.  Change careers.  Volunteer.  Disney with grandkids.  Time for others… Time for yourself!

COMPASSION COUNTS. THANK YOU DONORS.

We want to thank our clients and the entire community we serve for the support of the IntentGen Financial Partners “Compassion Counts” initiative. Each of the four organizations reached the goal we set forth to earn our $5,000 match, and with our $20,000 added on to all the individual gifts, there is nearly $80,000 going to these incredible local non-profits exceeding our goal by nearly 100%!

This money will be used directly to support organizations serving those in need, in the heart of our communities. Although there are heroes working everywhere right now, these four local organizations are especially important because they offer care for those who are often forgotten. We thank you for giving to one or more of these organizations.

Here is where your money is going to work.

Project Help

As a mission-driven organization, Project HELP is committed to improving the lives of children and families. Project HELP's mission is to prevent child abuse and create safe and healthy families by empowering parents, nurturing families, and strengthening communities. These needs are more pressing than ever during the Coronavirus pandemic, and we’re grateful to acknowledge that IntentGen Financial Partners provided matching donations to assist Project Help as we extend our services.

 

Check out their thank you message!

Loaves and Fishes

During the COVID-19 pandemic, Loaves & Fishes has seen an increase in those needing help. The organization has adapted their grocery delivery model to offer curbside delivery during this unprecedented time. This modified system uses less people to keep clients, volunteers, and staff as safe as possible. Loaves & Fishes also continues to make home deliveries to low-income senior centers. These are some of our most isolated clients. Additionally, Loaves & Fishes has seen the number of people seeking help at our Compass Church satellite in Bolingbrook triple. Loaves & Fishes is also providing food for a number of other nonprofit partners focused on those who are homeless.

 

Check out their thank you message!

DuPagePads

For 35 years, DuPagePads' proven solution of housing, coupled with support services and employment opportunities has assisted more than 32,000 on the journey from homelessness to stability. DuPagePads is a journey that begins with an extended hand, an affirming voice, and a trusting soul that advocates undividedly for each individual. Homelessness is not a disease, it is not a culture, and it does not harm selectively. Instead it is a time in someone's life that is desperate, sometimes dark, and often without understanding for the sequence of events that brought a person or family to be homeless.

 

Check out their thank you message!

Hesed House

With COVID-19, things have drastically changed, and the organization has had to pivot to ensure the safety of its staff and, most importantly, the homeless guests who call Hesed House home.

"This vulnerability that we feel now in the midst of this crisis is a vulnerability that the residents of our shelter feel every single day. The rest of us are feeling our world fall apart - many individuals were already there," Ryan Dowd, Executive Director. Not only did Hesed House create a third shelter space in their warehouse to help with social distancing, but they now have temporarily relocated all of their shelters into hotels to allow for much-needed shelter-in-place. Ryan ends daily videos stating, "we'll get through this, and we'll get through this by caring about the most vulnerable.”

 

Check out their thank you message!

Project Help, Loaves & Fishes, DuPagePads and Hesed House are not affiliated with or endorsed by Thrivent.

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.

For individuals issued contracts in the state of New York, please see important consumer rights information relating to the Covid-19 crisis

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