Rob Lord is a dedicated financial advisor and the co-founder of Abundance Financial Group, where he specializes in helping individuals and families achieve their financial goals through personalized planning and sound investment strategies. With a passion for financial education, I am a Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pro takes a client-first mentality and treats you like a teammate, with a commitment to educating and empowering you. 

Rob experience in the financial services industry, where he has developed a deep understanding of investment management, retirement planning, and debt elimination. He believes that financial freedom is within everyone’s reach and takes pride in empowering his clients to make informed decisions that align with their values and aspirations.

Outside of work, Rob enjoys spending time with his family, volunteering in the community and at his church, and pursuing his love for motorcycles, outdoors and travel. He is dedicated to fostering meaningful relationships with his clients, helping them navigate their financial journeys with confidence and clarity.

Connect with Rob today to discover how he can help you achieve your financial dreams!

Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates. 

Chris Lewis is a seasoned financial advisor with almost a decade of experience in helping clients achieve their financial goals with confidence and clarity. His extensive expertise in financial markets, combined with a dedication to personalized client service, ensures that each client's unique needs and aspirations are met with precision.

Chris holds a degree in Business from Mount Vernon Nazarene University. Chris has Medicare knowledge and his broad expertise includes investment management, retirement planning, tax strategies, and wealth preservation. He takes pride in developing tailored financial plans that align with his clients' long-term objectives.

Approaching personal finance with the heart of a teacher, Chris works closely with clients to craft and implement strategies that promote enduring success. He remains vigilant about the latest financial trends and regulatory changes, providing informed and proactive advice.

Outside of his professional life, Chris is deeply involved in his church's worship technology team and enjoys golf, hunting, and fishing. He is also an active member of his local Rotary Club and serves on the board of the American Red Cross of North Central Ohio, reflecting his commitment to community service.

For a thoughtful and strategic approach to financial planning that prioritizes your future, connect with Chris Lewis.

Justin Petty is an experienced and knowledgeable financial professional, ready to work with you to help guide you and your family to achieve your financial goals. He has achieved a Bachelor of Science degree in Electrical Engineering from Cleveland State University and grew up in the Cleveland area, attending Willoughby South Highschool.  Justin’s decision to leave a successful nuclear engineering career and transition into a financial advisor was a simple one. Being a financial advisor to families, brings such rewarding relationships and success stories of clients offer shared personal wins knowing he played a part in them. Day to day work consists of loyally serving clients and assisting in solving complex planning issues. Contrast that the engineering career, making technical decisions to help keep the power plant running and hoping not to have to work nights and weekends when the plan breaks down; only one career offers an opportunity to work with families directly and rewarding relationships to be made and maintained.   

The longer he works in the career, the more deeply he loves it. Passion to serve others and go to extra lengths to find the right solution for clients is what motivates him. There is no slowing down in sight; he loves to work with loved ones of existing clients with that simple goal: keep to helping others. We are all aware that personal finances can be a source stress on families in the worst cases and require an incredible amount of time spent by those who like to “do it themselves”. That is exactly why he works so tirelessly for his clients; to share the load, provide some confidence around finances, and free up their time to spend it doing what they love with whom they love.

As a financial advisor, he has worked with hundreds of families to thoughtfully resolve their financial pain points, provide education and advice around which options are most advantageous to their unique situations, carefully craft successful plans that include the client’s foundational values. Not only does he love developing those plans but finds never-ending satisfaction to maintaining the relationship and assisting with the upkeep to stay on track to accomplish goals allowing individuals and families live out their purpose.

Professionally, Justin’s chief priority is to help you understand your options, so you are confident selecting a solution that is right for you. He underscores the importance of updating and maintaining your plans, and investments as your needs change. He encourages open and honest conversation around concerns you may have and ensure we fully discuss the pros and cons of any investment strategy you might utilize.

Your goals and personal values are the compass which you use to be good stewards with the financial resources you work with. As your financial advisor, Justin wants to come alongside you to learn what those values are so we can provide simple advice for complex topics and make it easy to follow through no matter what stage of life you are in. Much like any aspect of life, to be healthy we must keep moving and working on it to maintain or improve our fitness, be it physical health, mental health, spiritual health, or financial health. 

Justin is excited to meet with you. He is confident you will find a meaningful relationship together and through consistent communication and your positive financial progress; he will merit your confidence in him as your financial advisor.  

Katrina McDowell is a dedicated Office Professional at Abundance Financial Group of Thrivent, where she brings her extensive administrative expertise and passion for client service to the team. With a background in finance and a keen eye for detail, Katrina plays a crucial role in ensuring the smooth operation of the office and delivering exceptional support to clients and colleagues alike. Her commitment to excellence and her proactive approach make her an invaluable asset to the Abundance Financial Group. Outside of work, Katrina enjoys spending time with her family and spending time at the lake.