MARSHFIELD, WI (OnFocus) – Thrivent is proud to announce that James Heeg has joined his father, financial advisor Nathan Heeg, FIC, RICP®, as a financial advisor. Together, they bring both experience and fresh perspective to clients and their families.
For Nate, having his son join the practice is both rewarding and meaningful. “It feels great. I’ve known for a number of years that he was looking to get into the business. When it all came together, I knew he was ready. He’s a dependable professional who can grow into a long-term financial advisor at Thrivent,” he explained. As a seasoned financial advisor, Nate is focused on passing down the lessons that shaped his own career, such as how to care for clients and their needs, and how to make recommendations that help families achieve their goals.
For James, this new chapter combines his longstanding interest in finance with the opportunity to learn directly from his father. “I was interested in finance growing up. It seemed like a good thing to learn about and have a career in. I got my bachelor’s degree in finance and was interested in becoming a financial advisor. When the opportunity to join my dad at Thrivent came along, I didn’t hesitate to start the process. I’m honored to join his practice,” he said.
Growing up, James observed qualities in his father that left a lasting impression. “I’ve always seen Dad as someone who wants to help others first. All my siblings would attest to his generous and caring nature, and how much he does for our family. He was the first to help us out, whether it was solving a math problem or simply playing catch. He’s also very straightforward. He never beats around the bush, and that rubbed off on me and my siblings,” James recounted.
As James steps into his role, he is committed to blending family lessons with his own personality and work ethic. “I bring a lot of what I learned from my parents into the business. I do my best to care for people that I’m working with, and I believe showing people you care about them and their thoughts is essential. I plan to work hard and with kindness while learning everything I need to know about financial advising,” he said.
When it comes to client relationships, James looks forward to the personal connections he will make. He is eager to hear clients’ stories and get to know them, explaining that he enjoys meeting new people as part of his work. He also sees this new step as part of a clear career path. “Short-term, I’m excited to continue learning the best ways to be helpful for clients. Long-term, I hope to stay with Thrivent for the rest of my career. If it’s God’s plan, I’ll even help my dad retire at some point down the road. There’s so much I want to accomplish, but mainly I just want to impact my community in a positive way,” James said.
Looking ahead, James intends to learn all he can from Nate while helping them adopt new technologies and keep up with the evolving financial world. And the two plan to let their shared core values guide their work. Nate said he’s looking forward to growing in business with someone as smart and kind as James. “I know that if James is around to help me, everything will be fine,” said Nate.
Faith and authenticity remain at the center of what James and Nate want their clients to experience. They believe building relationships is crucial to helping people plan their finances with confidence, and their mission to help others is inspired by their faith. “I definitely wouldn’t be here without a lot of prayer and help from God, so I plan on paying that forward in my career,” said James.
With Nate’s experience and James’ enthusiasm, the Heegs are committed to supporting their clients and community with dedication and care.
While not on an official team, Nathan Heeg and James Heeg work together to provide comprehensive financial guidance for you and your family. Nathan Heeg also provides mentorship and coaching to James Heeg to help foster development and long-term success at Thrivent. More information about James Heeg can be found here: connect.thrivent.com/james-heeg.
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.
Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.
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Author: News Desk
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