Broker Check

IntentGen Financial Partners Received Award from Inc. Magazine

May 25, 2023

Company named among best workplaces

(Naperville, Illinois) May 25, 2023—IntentGen Financial Partners of Naperville, Illinois has been named to Inc. magazine’s annual Best Workplaces list. Featured in the May/June 2023 issue, which hits newsstands on May 16, 2023, and prominently featured on, the list is the result of a comprehensive measurement of American companies that have excelled in creating exceptional workplaces and company culture, whether operating in a physical or a virtual facility. 

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. The firm, created by Founding Partners and Wealth Advisors Zac Larson and Corey Schmidt, helps clients in increasing confidence during transition from accumulation to distribution, diversifying investments through asset allocation and asset location, and engaging with clients on a financial and philanthropic level. IntentGen’s listing in the annual Best Work is found here.

“Our culture has always been one of service, transparency, genuineness, kindness and growth,” said Executive Coordinator Candy Egan. “Our atmosphere within IntentGen promotes respect, encouragement and being a part of a team. We all live it daily at the office and our clients experience it working with us. IntentGen is a great place to work and I’m blessed to be part of such a wonderful team for over 16 years!”

Advisor & Financial Planning ManagerJoe Schmitt commented on the firm’s five core values that create a good workplace environment: Live Intentionally, Be Real, Grow Purposefully, Find Solutions, and Live Generously. 

“Our ability as a firm to make our core values the focal point of how we evaluate performance and hold ourselves accountable firmwide allows us to promote a culture of sustainability and organic development,” he said.

Firm Partner and Wealth Advisor Jacob Schatz, a longtime employee, mentioned how staying at the forefront of industry trends and standards contributes to a positive office environment.

“It helps us become competitive and to engage in one to one conversations with each other and our team members on what their goals are and the advancement path established for them,” he said. “We need to ask ourselves if we are creating an environment that makes them feel fulfilled and is helping them reach their career goals.”

After collecting data from thousands of submissions, Inc. selected 591 honorees this year. Each company that was nominated took part in an employee survey, conducted by Quantum Workplace, which included topics such as management effectiveness, perks, fostering employee growth, and overall company culture. The organization’s benefits were also audited to determine overall score and ranking. 

“Being named to Best Workplaces is an honor that only a small fraction of companies have been able to claim,” says Inc. editor-in-chief Scott Omelianuk. “Proving to the world that you’re a magnet for talent and have a culture that keeps teams engaged, productive, and proud to come to work is a truly remarkable achievement.” 

About IntentGen Financial Partners:

Plan Intentionally. Live Generously. These two simple phrases have guided Founding Partners and Wealth Advisors Zac Larson and Corey Schmidt for over 40 combined years, both with their clients and in their personal lives. It has been the cornerstone of their practice and the inspiration for their name - IntentGen Financial Partners, which is located in Naperville, Illinois. 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. For more information, visit

Disclosure: IntentGen Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. 

Advisory Persons of Thrivent provide advisory services under the “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. IntentGen Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. 

Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY. 

IntentGen Financial Partners received a 2023 Inc. Best Workplaces award.  The award is based on and determined by calculating engagement scores and benefits scores for thousands of applicants. Employees at each company completed a 37-item questionnaire using a six-point Likert scale (strongly disagree to strongly agree), and the raw data was converted to a score that was indexed to a 100-point scale. Each company was also scored on whether it offers 30-plus benefits and perks, from health insurance to paternity leave. To make Inc.’s 2023 Best Workplaces list, companies had to meet a minimum cutoff on both employee engagement and benefits and perks.  No fee was paid by IntentGen Financial Partners or Thrivent Advisor Network, LLC., to Inc. in exchange for inclusion in the award.  There are no other material relationships between Thrivent Advisor Network, LLC.,  including IntentGen Financial Partners and Inc. The award is not related to the quality of investment advice and based solely on the disclosed criteria.  Please note that this is not an indication of any client's experience or an indication of Thrivent Advisor Network, LLC's future performance.

About Inc. Media 

The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit

About Quantum Workplace 

Quantum Workplace, based in Omaha, Nebraska, is an HR technology company that serves organizations through employee-engagement surveys, action-planning tools, exit surveys, peer- to-peer recognition, performance evaluations, goal tracking, and leadership assessment. For more information, visit ###