Financial Consultant
.I have had the luxury of working for Thrivent for almost all my adult life. I’ve met many fantastic people during this time who have become clients and friends. I am here to serve you, whether you are just starting your first job, in the middle of your career or already enjoying retirement. I believe there is value in having an ongoing face to face relationship with your financial professional. In my free time I enjoy fishing, gardening, cooking, being outdoors and watching Philadelphia sports.
Team includes:
- Cheryl Berry, Practice Support Associate in Montgomeryville office
- Yogis Mayooran, Senior Field Practice Solutions Specialist
- Lynda Reader, Advanced Field Practice Solutions Specialist
- Daniel Chalmers, Field Practice Solutions Specialist
- Chrissie Oettinger, Field Practice Solutions Specialist
- Tanya Verhagen, Field Practice Solutions Specialist
- Stacy Beyer, Field Practice Solutions Specialist
I specialize in helping people be more secure in areas of:
Retirement Planning
--Retirement Analysis
--Saving For Retirement
--Retirement Income Planning
--Roth IRA Conversions
--Backdoor Roth IRAs
--Tax Efficiency
Investment Management
--Portfolio Analysis
--Risk Analysis
--Portfolio Management
Medicare Insurance Planning
--Medicare Supplement Insurance (Medigap)
--Medicare Advantage (Part C)
--Medicare Part D
--IRMAA Thresholds
--Retiree Dental and Vision
Life Insurance
--Life Insurance Needs Analysis
--Term
--Variable Universal Life
--Universal Life
--Whole Life
--Second to Die Life
Charitable Giving
--Qualified Charitable Distributions (QCDs)
--Donor Advised Funds
--Charitable Life Insurance
--Charitable Remainder & Uni Trusts
--Charitable Annuities
--Endowment Management
Disability Income Insurance
Saving for College
--529 Plans
Fee Based Financial Plans
My Montgomeryville Office serves clients in surroundings areas: Abington, Ambler, Blue Bell, Bryn Athyn, Buckingham, Chalfont, Cheltenham, Collegeville, Coopersburg, Doylestown, Dublin, Elkins Park, Glenside, Harleysville, Hatboro, Hatfield, Horsham, Huntingdon Valley, Jamison, Jenkintown, King of Prussia, Kulpsville, Lansdale, Limerick, Maple Glen, New Britian, Norristown, Oreland, Perkasie, Plymouth Meeting, Quakertown, Rockledge, Roslyn, Schwenksville, Sellersville, Skippack, Souderton, Southampton, Telford, Trappe, Trooper, Warminster, Warrington, Willow Grove and more.
Book an appointment with me to start your financial journey today!
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Chartered Advisor for Senior Living®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Florida
- Illinois
- Maine
- Maryland
- Massachusetts
- New Jersey
- North Carolina
- Pennsylvania
- South Carolina
- Virginia
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Savvy Social SecuritySep 24, 2026, 10:30 PM UTC
Monday, September 21st at 6:30PMThursday, September 24th at 6:30PMStrategies to help maximize your social security income Thrivent invites you to this special event in your area: Savvy Social Security.Bring a guest and reserve your seats today.Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! Also, learn the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes. Light refreshments will be served. These sessions are hosted by Anthony Spangler, CASL®️, ChFC®️, CLU®️, FIC and Brook Williams, CASL®️, ChFC®️ , FIC No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosuresCalvary Church: Room 301 | 820 Route 113 Souderton, PA 18964
Medicare Basics, Presented by Anthony Spangler, Financial ConsultantNov 18, 2026, 11:30 PM UTC
Tuesday, November 10 at 6:30pmWednesday, November 18 at 6:30pmEnrolling in Medicare can feel like working on a puzzle with no border pieces. It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.You’ll learn:• An overview of Medicare and options.• Key points to consider with each plan.• When and how to enroll.Let us help you understand how Medicare fits in with the other pieces of your retirement strategy. RSVP: Cheryl.berry@thrivent.com or call 215-361-2810No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23 For additional important disclosures, see Thrivent.com/socialIn Person at the Montgomeryville Office: | 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Office location
Montgomeryville Location
601B Bethlehem Pike Ste 400
Montgomeryville, PA 18936
Phone215-361-2810 ext. 1005HoursMontgomeryville, PA 18936
M – F: 9 a.m. – 7 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations