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This article is brought to you curtesy of Nate Jones - Financial Associate with Thrivent - Financial services - INSIDER - sponsored content

(Image is Clickable Link) Nate Jones - Thrivent

In 2018, Nate Jones' mother Debbie was hospitalized with pneumonia for five weeks. At the time, she was renting a home with black mold, but because of the rising living costs in Portland, Nate's parents couldn't afford to move.

"It was heartbreaking to see my parents in a situation that affected their health," Nate said. "I decided to join Thrivent because I wanted to help my folks achieve clarity with their finances and have a pathway forward. But, more than that, I wanted to help other people in the same types of situations."

Thrivent, a Fortune 500 company, serves over 2 million clients through financial advice, investments, financial advice, investments, insurance, banking and generosity, helping them achieve financial clarity and make the most of all they've been given.

The day Nate took his first exam for this career, his father passed away from a heart attack.

"For me, that moment was monumental. It solidified that I wasn't just working a job, it was a calling to help families prepare for the unexpected," he said. "I understand what it is like to have a major life event disrupt your plans overnight, and I apply the same hard work and dedication to my clients, as I did for my own mother."

In his time four years at Thrivent, Nate has done just that. One client's experience stands out.

"We were working on a death claim because his mother had died," Nate explained. "After a few difficult phone conversations, he asked to show up at my office. I really didn't know what to expect but knew that I had tried my best to work with him through his grief. When he met me, he asked to shake my hand and explained that I was the only person in numerous organizations who listened to him, understood him and was patient with him. We shared grief in common and he even invited me to dinner at his home with his family."

In those moments, Nate isn't just facilitating transactions. He takes the time to listen to his clients, understand their unique situations and create a customized financial plan that and create a customized financial plan that fits their needs. Nate sees numerous young professionals, including those in the medical industry, but offers a wide range of services for people of any age, career, and financial background.

"When I started four years ago, I didn't realize the extent that my job would be filled with incredible relationships that I've worked to build. We don't just have financial conversations. I connect with my clients and get to know them, who they are and where they hope to be in the future," Nate explained. "Confidence is an important factor when dealing with people's financial wellbeing and it is natural for us to learn about each other and feel comfortable having conversations about money, but life, too."

Today, Nate can be found in his Lake Oswego office enjoying the work that was inspired by his mother. Whether it's developing long-term investment strategies or protecting a family's assets, he deftly navigates the nuances of a client's needs and creates a personalized plan to help them prepare for life's unexpected events. The client's experience may not be the same as other clients and does not indicate future performance or success.

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. Advisory services available through investment adviser representatives only.Thrivent.com/disclosures. 4655502.1

Nate Jones - Thrivent

3 Centerpointe Dr. Suite 440

Lake Oswego, OR 97035

503-231-6398

www.connect.thrivent.com

This email address is being protected from spambots. You need JavaScript enabled to view it.

State(s) Licensed: OR, WA

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