About Ungerman Ghelardi and Associates

We're proud to be Thrivent financial professionals. We 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. We're here to help you do just that.

Pottstown Office

Michael Ghelardi

Michael Ghelardi

CFP®, FIC, RICP®, BFA™

A native of Philadelphia, Michael enjoys helping families protect, potentially grow and understand their family finances. He has more than 12 years of financial experience spanning business valuation and mergers and acquisitions, as well as obtaining the CERTIFIED FINANCIAL PLANNER™ professional designation. Mike is also an Adjunct Professor at Temple University teaching “Investing for the Future.” An avid sports fan, he still enjoys playing a game of ice hockey. He and his wife Amy and their three daughters live in Havertown.

Title

Wealth Advisor

State(s) Licensed
AK , AZ , CA Insurance Lic. #4259148 , CO , CT , DE , FL , IA , IN , KS , MA , MD , ME , MI , MN , MO , NC , NJ , NM , NV , OH , PA , RI , SC , TN , TX , VA , WA
Location

Havertown Office

Website
https://connect.thrivent.com/michael-ghelardi
Email
michael.ghelardi@thrivent.com
Phone
484-455-7831
    Torie Yoder

    Torie Yoder

    Torie has been with Thrivent for 15 years serving Northeastern Pennsylvania. He enjoys forming strong relationships with clients and ensuring they are well prepared no matter what life throws at them. An active member of Innovations Church in Moosic, PA. Torie loves the outdoors and spending time with his wife Dana and their three young children.  

    Title

    Financial Associate

    Location

    Spring Brook Township

    Phone
    570-202-5749
      Gregory Powers

      Gregory Powers

      CFP®, ChFC®, FIC

      As director of Investment Operations, Greg manages investment research, crafts investment models and monitors mutual fund performance for the team’s Advisor Clients. Throughout his 19-year career with Thrivent, Greg has emphasized prompt, caring and enthusiastic service to all customers and he deeply values his client relationships. He and his wife Barbara love spending time at their lake house in Maine.

      Title

      Director of Investment Operations

      State(s) Licensed
      CA Insurance Lic. #0F50481 , CT , DE , FL , MA , ME , MO , NJ , PA , SC , VA
      Location

      Pottstown Office

      Website
      https://connect.thrivent.com/gregory-powers
      Email
      gregory.powers@thrivent.com
      Phone
      610-970-4740
        John Ungerman

        John Ungerman

        ChFC®, CLU®, CASL®, FIC, RICP®, ChSNC®

        Title

        Associate

        State(s) Licensed
        PA
        Website
        https://connect.thrivent.com/john-ungerman
        Email
        john.ungerman@thrivent.com
        Phone
        610-970-4740
          Torie Yoder

          Torie Yoder

          FIC

          Title

          Associate

          State(s) Licensed
          PA
          Website
          https://connect.thrivent.com/torie-yoder
          Email
          torie.yoder@thrivent.com
          Phone
          570-202-5749
            Michael Ghelardi

            Michael Ghelardi

            CFP®, FIC, RICP®, BFA™

            Title

            Wealth Advisor

            State(s) Licensed
            AK , AZ , CA Insurance Lic. #4259148 , CO , CT , DE , FL , IA , IN , KS , MA , MD , ME , MI , MN , MO , NC , NJ , NM , NV , OH , PA , RI , SC , TN , TX , VA , WA
            Website
            https://connect.thrivent.com/michael-ghelardi
            Email
            michael.ghelardi@thrivent.com
            Phone
            484-455-7831
              Gregory Powers

              Gregory Powers

              CFP®, ChFC®, FIC

              Title

              Director of Investment Operations

              State(s) Licensed
              CA Insurance Lic. #0F50481 , CT , DE , FL , MA , ME , MO , NJ , PA , SC , VA
              Website
              https://connect.thrivent.com/gregory-powers
              Email
              gregory.powers@thrivent.com
              Phone
              610-970-4740
                John Ungerman

                John Ungerman

                ChFC®, CLU®, CASL®, FIC, RICP®, ChSNC®

                Title

                Associate

                State(s) Licensed
                PA
                Website
                https://connect.thrivent.com/john-ungerman
                Email
                john.ungerman@thrivent.com
                Phone
                610-970-4740
                  Torie Yoder

                  Torie Yoder

                  FIC

                  Title

                  Associate

                  State(s) Licensed
                  PA
                  Website
                  https://connect.thrivent.com/torie-yoder
                  Email
                  torie.yoder@thrivent.com
                  Phone
                  570-202-5749
                    Michael Ghelardi

                    Michael Ghelardi

                    CFP®, FIC, RICP®, BFA™

                    Title

                    Wealth Advisor

                    State(s) Licensed
                    AK , AZ , CA Insurance Lic. #4259148 , CO , CT , DE , FL , IA , IN , KS , MA , MD , ME , MI , MN , MO , NC , NJ , NM , NV , OH , PA , RI , SC , TN , TX , VA , WA
                    Website
                    https://connect.thrivent.com/michael-ghelardi
                    Email
                    michael.ghelardi@thrivent.com
                    Phone
                    484-455-7831
                      Gregory Powers

                      Gregory Powers

                      CFP®, ChFC®, FIC

                      Title

                      Director of Investment Operations

                      State(s) Licensed
                      CA Insurance Lic. #0F50481 , CT , DE , FL , MA , ME , MO , NJ , PA , SC , VA
                      Website
                      https://connect.thrivent.com/gregory-powers
                      Email
                      gregory.powers@thrivent.com
                      Phone
                      610-970-4740
                        John Ungerman

                        John Ungerman

                        ChFC®, CLU®, CASL®, FIC, RICP®, ChSNC®

                        Title

                        Associate

                        State(s) Licensed
                        PA
                        Website
                        https://connect.thrivent.com/john-ungerman
                        Email
                        john.ungerman@thrivent.com
                        Phone
                        610-970-4740
                          Torie Yoder

                          Torie Yoder

                          FIC

                          Title

                          Associate

                          State(s) Licensed
                          PA
                          Website
                          https://connect.thrivent.com/torie-yoder
                          Email
                          torie.yoder@thrivent.com
                          Phone
                          570-202-5749
                            Michael Ghelardi

                            Michael Ghelardi

                            CFP®, FIC, RICP®, BFA™

                            Title

                            Wealth Advisor

                            State(s) Licensed
                            AK , AZ , CA Insurance Lic. #4259148 , CO , CT , DE , FL , GA , IA , IN , KS , MA , MD , ME , MI , MN , MO , NC , NJ , NM , NV , OH , PA , RI , SC , TN , TX , VA , WA
                            Website
                            https://connect.thrivent.com/michael-ghelardi
                            Email
                            michael.ghelardi@thrivent.com
                            Phone
                            484-455-7831
                              Gregory Powers

                              Gregory Powers

                              CFP®, ChFC®, FIC

                              Title

                              Director of Investment Operations

                              State(s) Licensed
                              CA Insurance Lic. #0F50481 , CT , DE , FL , MA , ME , MO , NJ , PA , SC , VA
                              Website
                              https://connect.thrivent.com/gregory-powers
                              Email
                              gregory.powers@thrivent.com
                              Phone
                              610-970-4740
                                John Ungerman

                                John Ungerman

                                ChFC®, CLU®, CASL®, FIC, RICP®, ChSNC®

                                Title

                                Associate

                                State(s) Licensed
                                PA
                                Website
                                https://connect.thrivent.com/john-ungerman
                                Email
                                john.ungerman@thrivent.com
                                Phone
                                610-970-4740
                                  Torie Yoder

                                  Torie Yoder

                                  FIC

                                  Title

                                  Associate

                                  State(s) Licensed
                                  PA
                                  Website
                                  https://connect.thrivent.com/torie-yoder
                                  Email
                                  torie.yoder@thrivent.com
                                  Phone
                                  570-202-5749