Thrivent
Katy Duncan, CFP® ChFC® RICP® CLU®, serves as a Succession Consultant at Thrivent since June 2025. Prior to this role, Katy worked at Equitable from October 2022 to December 2024 as an Advanced Markets Case Design Consultant, focusing on customized financial solutions for high-net-worth clients in various planning areas. Katy's earlier experience includes positions at Modern Woodmen of America, where responsibilities ranged from Advanced Sales Associate to Advanced Sales Analyst and Issue/Underwriting Analyst, emphasizing agent support and financial plan development. Katy's career began as a Counselor/Case Manager at the Center for Alcohol & Drug Services, where individualized treatment plans were developed for clients. Katy holds a BS in Psychology from North Greenville University.
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Thrivent
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Thrivent is a diversified financial services organization that helps people achieve financial clarity, enabling lives full of meaning and gratitude. As a mission-driven, membership-owned organization, it offers its more than 2 million members and customers a broad range of financial products, services and guidance. Thrivent and its subsidiary and affiliate companies offer insurance, investments, banking and advice over the phone, online as well as through financial professionals and independent agents nationwide.