Brooke brings many years of experience in health care administration. Guided by her deep commitment to caring for others, she has joined Thrivent to help individuals and families plan for a long, financially healthy retirement. Her background gives her a unique ability to understand people’s needs and support them with clarity, compassion, and confidence.

I have been with Thrivent since 2021 and have 24 years of experience in financial industry. I am passionate about providing tailored financial guidance to my clients so they can focus on the most meaningful and enjoyable pursuits in their lives. I specialize in helping successful professionals and business owners implement wealth accumulation, retirement income, and estate planning strategies.

Prior to joining Thrivent, I was a financial advisor with Morgan Stanley and was in quantitative research and firm-wide trading risk teams at global hedge fund firms Citadel and Balyasny, developing expertise in investment portfolio construction and risk management.

In my free time, I enjoy playing golf and tennis, listening to my favorite rock musicians, exploring brewery scenes, and watching professional soccer and thriller movies.

Katie joined Thrivent in 2007 and has 29 years of experience in the financial industry, including experience on the floor of the Chicago Mercantile Exchange and the bond trading desk at Performance Trust Capital Partners. Katie assists in with the review and recommendations of the portfolio management alongside Jon and Kathy.

Kelly Kelly-yes, first name same as the last! Kelly joined our team in May of 2024 as Kathy's lead office professional. She comes to us with over 30 years of experience as a paralegal. Residing in Ohio with her husband Matt and their dogs. We are excited to have her on our team!