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Our Story
About Agape Financial Associates

Our name is derived from the Greek word "Agape" (AH-GOP-A) meaning selfless love, unconditional care and concern for others.

This concept of love puts emphasis on the act of giving without expecting anything in return.

We are driven by this type of love which desires to see you flourish and experience the joy and fulfillment that is found in Christ.

We work with you to teach you how to understand that money can be a tool to help you live generously.

Call 941-685-1868 to schedule an appointment at one of our two offices (Sarasota or Port Charlotte).

"Love never gives up, never loses faith, is always hopeful, and endures through every circumstance." 1 Corinthians 13:7 NLT

Robert Smith
Robert SmithFinancial AdvisorFIC, RICP®, CLTC®, CKA®, BFA™, CEPA®

As a longtime Thrivent member, I appreciate my role as a financial advisor. I understand how important planning for the future is to ensure one’s overall financial security.

My passion for helping people be wise with money stems from the time I spent helping my aging parents make crucial financial decisions.

It was during this time that I discovered how important it is to bring families together and establish a financial plan that takes into account the various needs we encounter as we age.

God has blessed me abundantly with a fantastic family that has been with me through the ups and downs in life. My wife and I have been married for 40+ years. We have two married children and love spending time with our grandchildren. I understand the need to safeguard your family’s financial security throughout all stages of life because I had to walk through those important decisions for my own family.

I specialize in the following areas:

  • Long Term Care (CLTC)
  • Tax Efficient Legacy Planning
  • Retirement Income Planning (RICP)
  • Generosity Planning
  • Dedicated Planning Services
  • Certified Exit Planning Advisor (CEPA)
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David Cramer
David CramerAssociateFIC

In 2014 I joined Thrivent as a financial representative after retiring from 21 years of service in the United States Navy. I transitioned into a corporate training specialist position in 2016, where I provided training, support, and guidance for financial advisors across the state of Michigan. In 2018, I became a regional learning specialist covering the Southeastern United States. I focused on onboarding, training, and coaching new financial representatives to run successful practices. As rewarding as this work was, I missed the personal relationships I held with my clients. 

 

It is truly my honor to join Agape Financial Associates. Not only is this a talented team of passionate service-driven financial professionals, but they are driven by a higher purpose at their core. We are truly honored that God gives us the opportunity to help people build dreams with a plan to achieve them. 

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Rob Smith
Rob SmithFinancial AdvisorFIC, CLTC®, CKA®, BFA™
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Dana McKibbin
Dana McKibbinOffice Manager

Expertise: Client Engagement

Email: dana.mckibbin@thrivent.com

Danielle Lively
Danielle LivelyOffice Professional

Expertise: Community Engagement

Email: danielle.lively@thrivent.com

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 941-685-1868

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations