Matthew has been in the financial planning industry since 2004. From life insurance needs to investment advice, and retirement planning - as CERTIFIED FINANCIAL PLANNER™ he can do it all. Matt’s goal is to always seek the best interests of his clients and their goals. Matt has been happily married to his wife, Kacy, since 2007 and together they have five wonderful kids. As former foster parents who adopted three of their kids, they remain dedicated to helping kids in foster care, as well as many other in their community by being involved in various local non-profit organizations. Living out his Christian faith by being generous to others is one of the things he enjoys most. Being a part of the Thrivent community, Matt has been able to do this more than he could have done anywhere else. Matt is passionate about helping his clients learn to be wise with their money - so that they too can live generously.

Stephen began working with Thrivent in 2011, with the goal of owning his own business while empowering others in their financial journey. In 2022, he received his CERTIFIED FINANCIAL PLANNER™ certification and the next year he became a Certified Kingdom Advisor®. Stephen and his high school sweetheart, Sally, have four children and a pup named Lucy. As a family they are members of North Pointe Church, love to travel to National Parks, and enjoy serving others in the community as well as in the Dominican Republic. 

Schedule a strategy session with Stephen

Kelly’s mission is to help individuals gain financial clarity and peace so they can live abundant, purpose-driven lives. With a background in education and a passion for service, Kelly now uses her teaching skills to guide others through financial planning that aligns with their values and goals. Faith, family, and generosity are at the heart of her work, and she strives to make financial concepts simple and approachable. Outside of work, Kelly enjoys time with her husband, a local pastor, and their three children, as they stay active, enjoy the outdoors, and serve our community together.

To schedule a meeting with Kelly, click here: https://calendly.com/kelly-grills-thrivent/thrivent-connect-meeting

Kim Frye has been with Thrivent for 17 years. Jesus is her CEO. He created Kim highly relational and passionate about serving others. She takes time with families to understand their goals & values. Kim is proud to be a Thrivent financial professional. She provides personalized financial guidance to people at all stages of life. Kim is blessed to be married to her college sweetheart since 1992. They have 3 sons, 1 daughter- in-law and the sweetest Labrador named “Lilly”. Outside of work she enjoys studying the Bible, walking, biking, coaching & playing basketball. Additionally, charities Kim loves to support are Beds 4 kids, Habitat for Humanity, World Vision and Kids Against Hunger.

Growing up as the son of an insurance agent in the Chicagoland area, Steve learned early the value of having a plan and a clear destination in life. That passion for purpose has guided him in his 14-year career in Financial Services, where he helps clients align their money with their values. Steve is especially grateful to serve the Christian community throughout Pinellas County and beyond, helping families pursue abundance with faith and intention. Outside the office, Steve is blessed to share life with his wife, Tina, and their four beautiful daughters. They love spending time together, serving at Our Savior Lutheran Church, and leading family-focused Bible studies. When he can, Steve enjoys football, good food, golf, and the great outdoors.

Quinton has been in the financial services industry since 2019. Since then, he has enjoyed helping people develop comprehensive dedicated plans that include tax efficiency, personalized investment management, retirement income strategies, and estate wealth transfer preparations and implementation. In Quinton’s free time, he enjoys reading, experimenting with new recipes, and spending time with his children. Quinton and his wife have been together since 2015 and have six children. Four of their six children have been adopted through the foster care system.

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

Katie is a dedicated Office Professional here at Thrivent with strong skills in multitasking and organization. She is also a commissioned Notary Public, providing reliable and detail-oriented service. Katie is a proud wife and mom of 5. Outside of work, she spend a lot of my time serving the next generation at her church through kids ministry. Katie has been with Thrivent since 2021 and looks forward to many more years with this great company.

Kacy Oleson is the wife of Matthew Oleson and mom of 5 kids. Kacy holds certifications in Visual Design and has worked in social media content for Escape Rooms and other entertainment venues. She brings these skills to the Advocate Wealth Advisors team as our Marketing Coordinator. Kacy has been with Thrivent since 2017 and loves what Thrivent stands for.

As a former educator and mom to four, Sally is proficient in multi-tasking! She is pivotal in our office's commitment to providing our clients with remarkable service and one-on-one attention. She and Steve make a great team in the office and out, as they are celebrating 29 years of marriage.

Jude is an office professional in our Land O’ Lakes office, providing client support to Stephen throughout the strategy session process. She and her husband, Ryan, enjoy spending time outdoors with their two young children, Veronica and Vincent, and sharing the Good News with those who haven’t yet heard it. Hopefully you too will experience what a blessing Jude is to our team!

Christine is a tremendous asset to the St. Petersburg office serving in the role of Office Professional. Clients and prospects enjoy her warm welcome and great customer service. Outside of work, Christine enjoys spending time with their four adorable daughters and serving with Bible Study Fellowship and co-leading with Steve a family-focused Bible study at Our Savior Lutheran Church.