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About Rena Simon

Proudly serving Central Minnesota and Eastern North Dakota

As a Financial Advisor, my mission is to help you make the most of your hard work and blessings—so you can live a life rich in meaning, gratitude, and generosity.

Financial decision-making is about more than numbers; it’s about empowering people to live with confidence and purpose. That’s why I make it a priority to deliver thoughtful guidance that reflects your unique goals and values.

Whether you're planning for retirement, navigating a life transition, or simply looking to make smarter financial decisions, I’m here to help. My approach is rooted in clarity, compassion, and collaboration. I enjoy helping individuals and families get organized, invest wisely, minimize taxes, and protect what matters most.

I’m based in downtown Fergus Falls and licensed to serve clients virtually across multiple states. I’m also passionate about supporting local organizations and would love to learn more about the causes that matter to you. If there’s a mission close to your heart, I’d be honored to attend a meeting as your guest.

When I’m not working with clients, I’m usually cheering on my kids at their events, coaching girls’ hockey, or working on home projects with my husband. I love being outside whenever I can, whether it’s walking in the woods, gardening, or just soaking up the sun at the lake. These everyday moments remind me why I do what I do: to help others build a life full of purpose, connection, and joy.

Let’s connect and explore how we can build a financial plan that supports your vision for the future.

Education & Accomplishments

FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Life and Health Insurance Licenses
Bachelor of Science in Business Administration with concentrations in Finance and International Studies - NDSU
Rotary International Cultural Ambassadorial Scholar - Quito, Ecuador

Giving Back To Our Local Community

BIO Girls
Fergus Falls Hockey Association
Humane Society of Otter Tail County
Otter Elementary Schools

Meet My Team

Lamplight Advisor Group

Lamplight Advisor Group

Title: Team Practice
Website: https://connect.thrivent.com/lamplight-advisor-group

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.

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