Covenant Financial Group, Thrivent is a financial planner in Reedsburg, Wisconsin, serving individuals and business owners across all life stages. The firm provides personalized financial guidance in retirement planning, wealth planning, insurance, and investment strategies, emphasizing thoughtful, values-based advice. With a focus on helping clients live generously, the team works closely with individuals to create customized financial strategies aligned with their goals, needs, and values. The firm is part of Thrivent, a nationally recognized financial organization with a long-standing commitment to purpose-driven financial services.
Covenant Financial Group was founded in 2019 by Joel Groskreutz, a seasoned business leader with decades of executive experience, including serving as CEO of an international agriculture company and as a vice president at Ecolab. Drawing on his professional background and personal faith, Joel established the firm with a mission to help clients be wise with money and live lives of generosity and abundance. The team, which includes financial advisors David Kraus and Michael Lopp, emphasizes transparency, dependability, and a collaborative approach to financial planning. Clients are guided through a flexible process that begins with understanding their unique story and ends with actionable plans designed to adapt to life’s changes.
The firm is located on Second Street in Reedsburg, Wisconsin, serving the local community with a strong emphasis on personal relationships and long-term financial well-being. As part of Thrivent, Covenant Financial Group is committed to community impact and helping clients achieve both financial clarity and meaningful lives. Their approach reflects a deep dedication to helping people use money as a tool for purpose, not just accumulation. In Reedsburg, they stand out as a trusted partner for those seeking thoughtful, values-driven financial guidance.