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At Avonlea Financial Group, our mission is to help you make wise financial decisions.
our team
Avonlea Financial Group is here to help keep you and your family afloat for years to come.
Avonlea Financial Group is here to help keep you and your family afloat for years to come.

Who is Avonlea Financial Group? At Avonlea Financial Group, our name reflects our vision. “Avonlea” means “field near the river” as well as a symbol of returning to childlike faith, noble purity, and compassion for the least among us.

We see life as a river, flowing steadily but sometimes rushing with unexpected currents. Our mission is to help you navigate those waters with confidence, guiding you toward that peaceful field beside the river. A place where you can pause, rest, and prepare for whatever lies ahead.

Whether you’re facing significant life changes like receiving an inheritance, changing careers, getting married, purchasing a new home, or growing your family, Avonlea Financial Group is here for you. We provide personalized financial guidance for people at every stage of life.

Our process is centered entirely on you and your family’s best interests. For us, this dedication isn’t just business; it’s the most fulfilling part of our calling.

Let us help you chart your course toward your financial goals, and find calm waters along the way.

 

 

Our Values

Faith & Service

Philanthropy & Helping Others

Health & Abundance

Family & Connection

Integrity & Decisiveness.

 

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Our Story

Our team has nearly 5 decades of combined financial guidance & experience with a vast array of clients. When it comes to your financial security, we are your partners, committed to putting your interests first, acting in your best interests and preparing you and your family for a more secure tomorrow.

 

We are proud to be Thrivent financial professionals. 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.

 

Thrivent is a member-owned, fraternal benefit society. What does this mean? Thrivent does not have stockholders that influence our decision making. We answer only to our members. Want to pursue lifelong dreams while supporting people and causes you care about? With our guidance, you can get there. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

Our Marietta Office serves clients in areas all over Georgia such as: Marietta, Roswell, Hiram, Acworth, Alpharetta, Canton, Atlanta, Rome, Ellijay, Kennesaw, Woodstock, Powder Springs, and more!

Our Office in The Woodlands serves clients in areas all over Texas such as: The Woodlands, Houston, Kingwood, Magnolia, Conroe, Montgomery, and more!

Our Gainesville Office serves clients in areas all over Florida such as: Gainesville, Jonesville, Windsor, Waldo, Alachua, Orange Heights, Williston, Newberry, Hawthorne, Micanopy, and many others!

Make an appointment with us to start your financial journey today!

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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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: 352-505-8905

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.