Financial Guidance with Purpose

I believe great financial advice should feel clear, personal, and grounded in what truly matters to you. As a Financial Advisor, I help individuals and families make confident financial decisions—so they can move forward with clarity, purpose, and peace of mind. My work is centered on thoughtful planning. That means going beyond investments to look at the full picture: income strategies, tax efficiency, risk management, and long-term goals.

Every recommendation I make is guided by a fiduciary commitment to act in your best interest—always.

Clients often tell me they appreciate my straightforward approach and my ability to explain complex financial topics in plain language. I don’t believe in one-size-fits-all solutions. Instead, I take the time to understand your priorities, your concerns, your values, and the life you want to live, then design a plan that aligns your money with those goals. In my practice, the focus is on smart planning, steady guidance, and long-term relationships. Whether you’re preparing for retirement, transitioning into it, or simply seeking a clearer strategy, my role is to help you move forward with confidence—knowing you have a plan built for you.

Personalized Service Built Around You

When you work with me, we begin with conversations that help clarify what is important to you. I take time to understand your preferences, needs, and priorities so we can explore financial strategies that align with your situation. Through education and collaboration, I outline options and explain how they work, helping you evaluate the potential benefits and considerations of each choice so you can make informed decisions about your financial future.

Ready to Take the Next Step?

If you would like to discuss your financial goals or explore available planning options, I am here to help. Whether you are beginning to think about your long‑term objectives or revisiting an existing plan, we can start with a conversation about what matters most to you. My goal is to provide information and guidance to help you navigate your financial decisions with greater clarity and understanding.

Email: Lisa.Bonner@Thrivent.com
Call: 740-587-5298
Text: 614-505-2248

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.