About Dillon McBee

Born and raised in Des Moines, Iowa, I have always found great purpose and value in viewing money as a tool to help individuals get where they want to be. Since 2021, I have helped my clients and served my community by giving holistic, comprehensive advice.

Giving back and living generously have always been of utmost importance to me. I have loved being part of many volunteer organizations, including starting the Johnston, Iowa, Chamber of Commerce Young Professionals. With a variety of weekly events that include fundraising, meal packaging, and home building, this involvement has been a great way to benefit the Des Moines area and grow businesses that matter to many people. With a love for nature and the outdoors, my life's journey has brought me to Colorado where I have expanded my Thrivent practice to also serve those in the Rocky Mountain region.

I am here to provide financial advice and opportunities for service and meaningful living in alignment with your values and goals.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.