Advent Partners
Advent Partners is committed to simplifying the financial planning process. We follow the highest industry standards and look forward to helping you make educated and informed financial decisions. The Advent Partners team is comprised of a dedicated group of professionals with diverse backgrounds who have strong ties to the community, whether through church, sports, or volunteer efforts and charitable causes. We believe that money is a tool for a larger purpose and is not the goal. Our financial planning tools are designed to enhance your knowledge, understanding, and ability to make sound financial decisions every day. We handle all aspects of financial planning from funding college to getting out of debt, investments and family protection. Our team is here to help our clients make good decisions and avoid mistakes. Advent Partners may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners & Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Thrivent Investment Management Inc ("TIMI"), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. TIMI & Advent Partners are not affiliated companies. For more information, visit
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
234
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- SD
Shavonne Diggs
Director of Operations · Operations
EmailPhone - JF
Jamie French
Wealth Advisor and Managing Partner · Finance & Accounting
EmailPhone - CV
Chris Vanhart
Wealth Advisor · Finance & Accounting
EmailPhone - GD
Gretchen Duda
Associate Financial Advisor · Finance & Accounting
EmailPhone - JD
Jim Dunlop
Wealth Management & Financial Planning Certified Financial Planner (R) · Other
EmailPhone - LK
Lindsey Kolaric
Marketing Manager · Advertising & Marketing
EmailPhone - CB
Colin Bernd
Client Relationship Manager · Other
EmailPhone - PA
Preston Adams
President · General Business & Management
EmailPhone
Showing 8 of 12 verified contacts
Top roles at Advent Partners
10 distinct titles indexed · top 10 shown.
- 2client relationship manager
- 2executive assistant
- 1associate financial advisor
- 1director of operations
- 1founding member
- 1marketing manager
- 1president
- 1wealth advisor
- 1wealth advisor and managing partner
- 1wealth management & financial planning certified financial planner (r)
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