About Brady Zwiefelhofer

Specializing in retirement income planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about most. My goal is to help you reach a place where you feel like you have enough for yourself – and to share.


I am married to my beautiful wife Shannon, and we have two children that we adore! We love living in Wisconsin and enjoy supporting local philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Kiwanis Club of Chippewa Falls, Chippewa Falls Elks Lodge, Hallie Optimist Club, Rotary Club of Chippewa Falls, Chippewa Falls Area Chamber of Commerce and other great organizations across the Chippewa Valley.

My qualifications

  • Masters of Science - Financial Services with a Concentration in Legacy Planning, The American College of Financial Services
  • Bachelor of Business Administration, University of Wisconsin - Eau Claire
  • Wealth Advisor
  • Securities Industry Essentials
  • General Securities Representative
  • Investment Company Products and Variable Contracts Limited Representative
  • Investment Advisor Representative

Education & Accomplishments

  • Master of Science in Financial Services - The American College of Financial Services
  • Bachelor Degree in Entrepreneurship and Sales - the University of Wisconsin-Eau Claire.
  • Life & Health Insurance Licenses
  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • CERTIFIED FINANCIAL PLANNER™ designation (CFP)
  • The Corporation for Long Term Care Certification (CLTC)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Fraternal Insurance Counselor (FIC)
  • Chartered Advisor in Philanthropy (CAP)
  • Accredited Estate Planner (AEP)
  • Retirement Income Certified Professional (RICP)
  • Behavioral Financial Advisor (BFA)
  • Master of Science in Financial Services (MSFS)
  • Certified Divorce Financial Analyst (CDFA)
  • Accredited Asset Management Specialist (AAMS)
  • Chartered Retirement Planning Counselor (CRPC)
  • Certified Sales Student Certificate - the University Sales Center Alliance
  • Advanced Business Communication Certificate - UW Eau Claire
  • Information Systems Certificate - UW Eau Claire
  • International Business Certificate - UW Eau Claire
  • Leadership Certificate - UW Eau Claire

Living Generously in the Chippewa Valley

  • Member, Bloomer Chamber of Commerce
  • Member, Chippewa Falls Area Chamber of Commerce
  • Thrivent Action Teams
  • Chippewa Falls Elks Lodge
  • Hallie Optimist Club
  • Kiwanis Club of Chippewa Falls
  • Rotary Club of Chippewa Falls

Chippewa Falls Office

Sterling Point Group

Sterling Point Group

Title

Team Practice

Website
https://connect.thrivent.com/sterling-point-group
    Kari Scott

    Kari Scott

    Kari is a proud, home-grown gal with deep Wisconsin agricultural roots. Growing up on her family's dairy farm taught her the value of hard work, resilience, and the belief that what you put in is what you get out of life. When not in the office, she enjoys spending time with her family and friends. She, along with her husband and children, enjoy back road bike rides and peaceful porch sitting - it's the simple moments that bring them the most joy!


    Kari became a financial advisor to be the person she wishes she'd had during her own challenging seasons - someone who truly listens, cares, and helps turn uncertainty into confidence. She believes financial guidance should be accessible, compassionate, and rooted in purpose .For Kari, it's all about helping individuals and families live lives rich in meaning, generosity, and a sense of reassurance. Whether you're just starting out, facing a transition, or planning for retirement, she's here to walk alongside you with advice, thoughtful planning and a heart committed to your success. Let her help you plan for a strong financial future and a life full of gratitude and giving.

    Title

    Financial Advisor

    Location

    Durand Office

    Phone
    715-672-5458
      Tracy Fayerweather

      Tracy Fayerweather

      Tracy is committed to making personal connections with people on their financial journeys - helping them reach their goals in every stage of life through personalized support. Her services include guidance in insurance, investments, protection strategies and making a meaningful generosity impact in the community.


      Tracy became an associate to help people make the most of what they have. The Thrivent mindset that "money is a tool, not a goal" holds real meaning for her. She strives to help people make the most of everything they have worked hard for or been given. Seeing clients reach those goals, with accessible, compassionate, and down-to-earth financial guidance is what drives her every day.

      Title

      Associate

      Location

      Durand Office

      Phone
      715-672-5458
        Linda Reeves

        Linda Reeves

        Linda Reeves brings to our team over 20 years of Office Professional and Training experience. She thrives in sharing what Thrivent has to offer and how we work with both our existing and prospective clients.

        With her years of dedicated experience with Thrivent and our clients, she is an asset to not only our team but many other Thrivent offices within the MidWest. 

         

        When she is not working, Linda enjoys spending time with her family and her grandchildren.

        She lives on a small hobby farm and enjoys the animals and gardening.

         

        Title

        Office Professional

        Phone
        715-510-0167
          Hannah Wahler

          Hannah Wahler

          When Hannah joined the team, she brought with her a passion for helping people, and a drive to make everyone's day a bit brighter. Her years of experience in Fraud Prevention helped her bring a unique perspective to the team, and her 6 years of experience in Health Insurance gives her some insight into the financial world. 


          Hannah cherishes her down time spent with her two kids and their two dogs. She loves to spend time outdoors with her kids as much as possible, be it having bonfires, going camping, fishing, kayaking, or swimming. She is also an avid disc golfer, and spends as much time as she can with her kids out on the great courses our community offers. In the colder months, Hannah enjoys family movie and game nights, playing guitar, and doing crafts. Faith and family is Hannah's top priority, she loves experiencing new things and tackling the world as a team.

          Title

          Office Manager

          Location

          Chippewa Falls Office

          Phone
          715-514-1540