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Our Team

Meet the Team

No matter your financial path, our team of advisors can provide the support and care that will help you achieve your goals. We know that every client who walks through our doors has a unique and complex set of needs. Our advisors and support staff work collectively in order to provide personalized and comprehensive solutions for all of life's most pressing financial challenges. 

Each member of our team has diverse skills and specializations, and everyone brings something unique to the table. As a result, there’s no problem too big or too small for us to handle together. Our process is designed to help you articulate your priorities and attach purpose to your resources. From there, we’ll work together to strategize for the future and maximize your ability to grow.

As an independent practice and a member of the Thrivent Advisor Network, we retain the best that Thrivent offers, but can now go even further to serve you and your community. 

Our Philosophy

Our entire process has been designed around one simple goal: We empower clients to live with greater purpose by making the right financial decisions at the right time. Our vision is to become the financial partner for thousands of people, helping them save, spend, protect, grow, and give their resources—all with an eye toward the people, places, and things that matter most.

When you work with our advisors to shape your future, you’ll receive personalized service and planning, customized strategies, and real support from real people. Your decision to forge a committed partnership with our team is the foundation of our ability to provide world-class solutions. 

Magic happens when we hold ourselves accountable to our clients and our communities, and each member of our team is expected to live out our Core Values with every interaction—both personally and professionally.

Results that Speak for Themselves

Our team has assisted hundreds of clients with some of the biggest decisions that they’ll ever make, all while remaining focused on what truly matters. In the process of helping each client achieve their individual goals, we’ve facilitated many gifts to charities, churches, and other funds that matter to our donors. We’ve also partnered with local non-profit organizations to build relationships and programs that make a difference.

Learn more about our Impact & Scale today, and start a conversation when you’re ready to take the next steps toward your goals! Hundreds of people are living more purposefully with IntentGen Financial Partners, and we’d love to help you do the same.

Our Process

We gain understanding of your situation by helping you articulate your personal and financial priorities.

Our History

We help you attach intention and purpose to how your money is used.

Our Values

We create a sense of confidence around your long-term goals, so you feel at ease to spend, share, and save.

Our Resources

You feel unrivaled confidence and positivity about your financial decisions.