Book an intro appointment with Melissa Kadrmas

I spent seven years growing an Industrial Battery Sales/Service company from $1.5 Million in revenue to $7 Million. I enjoyed the strategic planning, the growth, the unique industry, and the great people that supported me in that growth. Now, I’m taking those skills I learned as a CEO, Retail Store Manager, Sales Trainer, and entrepreneur to help my clients in the Material Handling Industry build a dedicated financial plan.

I am a Financial Professional for Thrivent and a Speaker who loves networking and being able to refer business to others. My philosophy comes from Zig Ziglar’s quote, “You will get all you want in life, if you help enough other people get what they want.” Love, Appreciation, and Generosity in relationships are the key to success!

I incorporate holistic financial planning into your goals and dreams. Whether you are just starting out in your career, preparing for retirement, or protecting the continuation of your business, I’ll assess your situation and develop a team to create a dedicated financial strategy designed exclusively for you.

Call 239-488-5886 to schedule a consultation or email Melissa.Kadrmas@Thrivent.com

Book intro appointment with Jo Moore

With industry experience going back to 1996, I'm proud to be a Thrivent financial professional. I 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. I'm here to help you do just that.

When I'm not with clients, you'll most likely find me with my daughters, Elliana and Holly, who are more than half-way grown, and our boxer-mix Roxie. We enjoy serving with the Bayshore Christian Parent-Teacher-Faith Warriors group and the South Tampa Fellowship GO Team.

Book intro appointment with Mindy Parman

I am from Franklin, TN, but now reside in Charlotte, NC to be near family, especially my 3 nieces. I am engaged and will soon gain an 13 year old son. I have 2 cats, Mercy and Justice. I love Disney and running the Princess Half Marathon in Disney every year. In my spare time, I volunteer with church and nonprofits in the area serving children and the medically underserved.

Right after college, I graduated from pharmacy school and worked as a pediatric pharmacist in the hospital for over 10 years before starting to search for how to use my passion to help others with my attention to detail, my desire to educate and empower other women. God had been planting financial resources in my path for many years, and I finally started to wake up to the possibility of partnering with clients to help them achieve financial clarity. I then transitioned from helping with medication to helping with money as a fully licensed financial professional.

Pharmacists ensure the right medicine, at the right time, the right dose, and the right patient. As a financial professional, I work with clients to help ensure the right plan at the right time, and the right goals catered to each uniquely individual client.