About Blue Ridge Group - Thrivent
Whether you're just starting out in your career or are preparing for the retirement you've dreamed about, we can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, needs and budgets, we can help develop a spectrum of financial solutions - including retirement income accumulation and distribution - which may include investments, insurance or annuities. We'll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.
Why Blue Ridge Group - Thrivent
Driven by purpose, Thrivent is committed to providing financial solutions that help people achieve financial clarity in a modern way. See our new Thrivent Brand Video below to see who we are and how we're evolving to meet people's needs locally, regionally and nationally in today's financial services landscape.
Giving Back - Southwestern & Central VA
Thrivent is more than insurance and financial products. We're a membership-owned, holistic financial services organization dedicated to serving the unique needs of our clients.
We offer a suite of benefits, tools and resources to help you live the life you want today – and tomorrow. As members see needs in their communities, we put resources in their hands strengthening them as they help others. And the power of those benefits – in our members' hands – makes an impact in communities across the country every day.
Our Thrivent Community - Blue Ridge Group and Thrivent Member Network - Mid-Atlantic Region brings together local Thrivent members for impactful educational and community giving events throughout the year.
Meet Our Team
Blue Ridge Group - Thrivent - Roanoke Office
Max Holland
FIC
Education and Experience:
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Business Administration in Administrative Management from Clemson University, 1979
Professional Accomplishments:
- FIC (Fraternal Insurance Counselor) a designation granted by the Fraternal FIeld Managers' Association
Specializations:
- Retirement income planning
- Retirement accumulation
- Savings strategies
- Retirement planning
- Life insurance
- Investments
- Solutions for businesses
- Education funding strategies
- Estate strategies
- Title
Financial Advisor
- State(s) Licensed
- GA , KY , NC , VA , WV
- Location
Blue Ridge Group - Thrivent - Troutville, VA Office
- Website
- https://connect.thrivent.com/max-holland
- Phone
- 540-966-3159
- Fax
540-966-3159
Charles Leiser
ChFC®, CLU®, FIC, RICP®
Education and Experience:
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Bachelor of Business Administration in Accounting from Roanoke College, 1999
Professional Accomplishments:
- ChFC® (Chartered Financial Consultant) a designation granted by the American College
- CLU® (Chartered Life Underwriter) a designation granted by the American College
- RICP® (Retirement Income Certified Professional) a designation granted by the American College
- FIC (Fraternal Insurance Counselor) a designation granted by the Fraternal Field Managers' Association
Specializations:
- Retirement income planning
- Retirement accumulation
- Savings strategies
- Retirement planning
- Life insurance
- Investments
- Solutions for businesses
- Education funding strategies
- Estate strategies
- Title
Financial Advisor
- State(s) Licensed
- IN , NC , VA
- Location
Blue Ridge Group - Thrivent - Roanoke, VA Office
- Website
- https://connect.thrivent.com/charles-leiser
- Phone
- 540-491-9993
- Fax
833-912-0896
Stephanie Leiser
FIC
- Title
Associate
- State(s) Licensed
- VA
- Website
- https://connect.thrivent.com/stephanie-leiser
- Phone
- 540-491-9993