Our team

Keith Harvey joined Thrivent in 1990, and is a Senior Partner of the Atlas Wealth Advisors team. With more than three decades of experience helping clients pursue their financial goals, Keith is dedicated to providing thoughtful guidance and personalized financial strategies.

He earned a Bachelor of Arts in Finance from the University of South Florida, followed by a Masters of Science in Financial Planning and the Master Planner Advanced Studies through the College for Financial Planning. Keith also has had the Certified Financial Planner® designation for over 30 years, plus the coveted Accredited Estate Planning® designation.

Keith's commitment to excellence has been recognized throughout his career. He was inducted into the Thrivent Hall of Fame in 2010 and earned the distinguished Thrivent Hall of Fame Legend recognition in 2020, honoring his sustained achievements and lasting impact.

Keith is passionate about building long-term multi-generational financial strategies that align with families and businesses goals and values.

Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professional’s future performance.

Hall of Fame represents long-term commitment to our organization with consistent performance. Financial advisors and professionals qualify for Hall of Fame by achieving at least 20 years of service, a consistent level of production, and having a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative the financial advisor or professional’s future performance.

Sara is a Senior Partner of Atlas Wealth Advisors and has been with Thrivent since 2013. She coordinates comprehensive financial plans based on the customized goals and objectives of individuals, families and organizations. Sara focuses on retirement income planning, wealth transfer strategies, planned giving strategies and nonprofit partnerships.   

Prior to joining Thrivent, Sara spent five years in business management and three years in corporate finance. She earned a bachelor’s degree in finance from the University of Central Florida and graduated magna cum laude.   

Sara has participated in several international trips with Thrivent Builds and Habitat for Humanity, and has volunteered for her local Habitat affiliates. Sara is actively involved with Embrace Families, a tri-county nonprofit that supports youth who have experienced abandonment, abuse and neglect. She also supports Back to Nature Wildlife Refuge, Commission127, and is passionate about Charitable Planning and Planned Giving for families and organizations.  

Outside of work and volunteering, Sara stays busy raising three children and loves traveling with her kids and extended family.

Mark has been serving Thrivent clients since 2016 and is a Senior Partner of Atlas Wealth Advisors. He holds the Retirement Income Certified Professional designation and helps clients align their resources to specific financial goals in a tax efficient manner. In addition, Mark helps clients learn to view money as a tool that can help them build a life rich in gratitude and meaning. Some ways this can be accomplished are through financial planning, investment advice services and through solutions-based products like life insurance. 

Mark served eight years in the U.S. Marine Corps and accepted an honorable discharge as a sergeant in 2008. He then attended Oklahoma Wesleyan University and earned a bachelor’s degree in business administration. Before transitioning to Thrivent, he was a retail sporting goods store owner for three years.  

Mark supports several local organizations, including Operation Gateway and the Asheville Dream Center. His family also gives to global organizations including A21, which works to prevent human trafficking, Elevation Outreach, which seeks to meet the physical and spiritual needs of communities, and Samaritan's Purse, which brings physical relief and the hope of the Gospel to hurting people.  

Mark married his best friend, Shawna, in 2015 at the base of beautiful Pearson Falls, just south of Asheville. They have two energetic sons, Kian and Declan. Mark enjoys exploring the remarkable nature in western North Carolina with his family. One of their favorite places to visit is Bent Creek Experimental Forest, where they love to hike with their boxer-hound, London. 

Jason joined Thrivent in 2006 and is a part of the Atlas Wealth Advisors team. He is passionate about helping individuals and families make confident financial decisions through every stage of life. Guided by the belief that people thrive when they make the most of all they've been given, Jason provides personalized financial guidance tailored to each client's unique goals.

Jason earned his bachelor's degree from Susquehanna University and is the proud father of two daughters. Outside the office, he is actively involved at Grace Lutheran Church in Tampa, where he serves as a member of the contemporary worship band. In his free time, he enjoys golfing and playing ice hockey.

Erin began serving clients with Thrivent in 2016 and is a part of the Atlas Wealth Advisors team. She is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in holistic financial planning with a focus on retirement strategies, tax efficiency, and charitable giving. She is passionate about helping clients align their financial resources with their values so they can live generously and with confidence. 

From 2021 to 2024, she worked at Fidelity Investments, gaining valuable experience in investment guidance and client service. Before her career in financial services, she spent 10 years practicing as a licensed acupuncturist. She holds a master’s degree in Oriental Medicine and a bachelor’s degree in Professional Health Studies—an educational path that reflects her long-standing commitment to listening deeply, caring for people, and guiding them toward greater well-being. 

An active member of New Hope Lutheran Church, she also supports nonprofits that benefit children, including those in foster care. She and her husband, Jeremy, have been married since 2001 and are raising three daughters. Together, they enjoy traveling and creating family memories.

Misty has been part of the Thrivent community since 2020 and is a part of the Atlas Wealth Advisors team. After serving in a key support role for several years, Misty has transitioned into the role of a financial advisor. Her deep understanding of client service and operations brings valuable perspective to the financial advisor role. She is excited to expand her impact by helping to guide clients through financial decisions across various areas of life. She is a proud mother and grandmother who loves traveling, reading, being outdoors and connecting with new people, and she is a passionate Razorbacks fan.

Since joining Thrivent in 2023, Brittney has been committed to going above and beyond to guide families toward financial confidence and purpose. With a strong foundation in real estate, business management, and entrepreneurship; she brings both practical experience and a passion for serving others into her work.

As a strong advocate for initiatives that strengthen families, advance financial literacy, and foster spiritual growth; she serves on the board of Early Learning Connections, a nonprofit childcare and community resource center providing holistic early education and family support services for children and families in underserved communities. She also supports P4H Global, an organization equipping leaders to transform communities through education.

Outside of her professional and community roles, Brittney is an avid reader who loves learning, growing, and finding new ways to serve her community. Brittney and her husband, Akeem, have been married since 2013 and live in Orlando with their three children. As a family, they love trips to the library, walks on local trails, afternoons at the park, and days at the beach.

Josh joined Thrivent in 2023. He enjoys working with individuals and families at all stages of life, but specializes in working with young families to help them set goals and develop strategies to manage debt, build wealth and, ultimately achieve financial clarity. Before becoming a financial professional, Josh spent 10 years doing full-time ministry and has an expansive background in pastoral leadership.

Josh enjoys being involved with his local church. He and his wife, Kira, love homesteading, gardening and spending time outdoors with their three children.

Lindsey joined Thrivent in 2008 and is a part of the Atlas Wealth Advisors team. As a Licensed Office Professional, she holds her Life, Health, and Annuity (2-15) license, as well as Series 7 and Series 66. She earned a bachelor's degree in Social Work with a minor in Psychology, bringing a strong foundation in communication, relationship building, and client service to her role.

Outside of the office, Lindsey enjoys spending time with her daughter, who competes in club volleyball. Much of their free time is spent traveling to tournaments and supporting her athletic pursuits. When she's not on the road, Lindsey enjoys reading, visiting museums, and exploring new places.

Bridgett has been part of Thrivent since 2022. With a background in customer service and hospitality, she strives to bring warmth, attentiveness and a client-first mindset to every interaction. Her passion for helping others drives her to go the extra mile to help ensure clients get the answers and support they need.

She is currently working toward her bachelor’s degree in psychology at Valencia College. Outside of the office, Bridgett enjoys traveling, reading and painting.

Nicole joined Thrivent in 2025. With a background in psychology and education, she brings strong communication skills, attention to detail and a calm, people-first approach to her role. Nicole holds a bachelor’s degree in psychology and a master’s in education—a combination that helps her support both the team and our clients in meaningful ways.

Outside of work, she’s a proud mom of three daughters who keep her on her toes. She’s active in her church and regularly volunteers in her local community. When she’s not helping others, she loves spending time outdoors, traveling with her family and curling up with a good book

Carlton joined Thrivent in 2025. He earned his bachelor's degree in Finance from Florida Atlantic University and is passionate about helping clients work toward their financial goals. He combines his financial knowledge with a commitment to building meaningful relationships and providing exceptional service.

Outside of work, Carlton enjoys spending time with his wife, Jennifer, and their three wonderful children. He is an active member of Kingdom Culture and believes in giving back to his community through volunteer work and mentoring with Boys 2 Men Mentoring. His dedication to faith, family, and service reflects the values he brings to both his personal life and his work with clients.