Who is Catalyst Wealth Group?
Our team works nationwide in the states we are licensed to serve our clients from wherever they are. We work remotely via zoom and phone conferencing (or local when available) as a team, ensuring that there are a minimum of two advisors for every client that comes to work with us. We believe that working together creates consistent strategies for successful dedicated planning.
CATALYST WEALTH GROUP CORE VALUES
- Integrity, Trust, and Honesty
- Teamwork
- Care and Curiosity
- Optimistic Growth Mindset
- Generosity in Everything
OUR CORE FOCUS
- Serving people through support, education, planning, advice, and generosity
OUR THREE UNIQUES
What makes us unique in the financial services industry?
- Christian Values
- Strategic Personal and Business Planning, including education through our CATALYST process.
- Networking for Charity Events in the local communities we serve.
Meet Our Team
Melissa Kadrmas
MBA, RICP®
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
- Title
Financial Advisor
- State(s) Licensed
- AZ, CA Insurance Lic. #4213068 , CO, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI,
- Location
Ft Myers, FL
- Website
- https://connect.thrivent.com/melissa-kadrmas
- Phone
- 888-965-5755
- Fax
833-610-2405
Andrew Bolin
CFP®, CKA®
Book intro appointment with Andrew Bolin
I live in Maplewood, Missouri with my wife, Rachel, and our two children, Moriah and Gus. I graduated from Concordia University with majors in Family Studies and Business. I am proud to have joined Thrivent as a Financial Advisor in 2009. I specialize in dedicated retirement planning, life insurance, estate strategies, and tax efficiency.
Some of my favorite things to do include traveling, camping, home improvement, and technology. My home church is Chai v’Shalom Lutheran Church. In my free time, I volunteer with Scout Troop 362, serve on the board of Avenues Counseling, I am the Vice President for Maplewood Community Betterment Foundation, and I am involved with LOVEtheLOU and Maplewood Kiwanis.
It is my goal to provide personalized financial guidance to people in all stages of life.
- Title
Financial Consultant
- State(s) Licensed
- CA Insurance Lic. #4380521 , FL, IL, KS, MA, MI, MO, NC, NV, NY, TX, WI,
- Location
St. Louis, MO
- Website
- https://connect.thrivent.com/andrew-bolin
- Phone
- 314-961-2882
- Fax
833-610-2405
Joshua Schenk
FIC, RICP®, CLTC®
Book an appointment with Joshua Schenk
I have been serving my clients as a Financial Advisor at Thrivent since 2015, with the goal of building long-term relationships and helping people feel confident in their financial decisions. I'm proud to serve the community I grew up in as well as the surrounding area.
Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future in the areas of:
- Protecting loved ones against the impacts of death, disability and long-term care needs
- Retirement savings & income planning
- College planning
- Investment Management
- Charitable Giving
Outside of work, I love spending time with my family, attending church and watching the Packers. My wife, Naomi, and I have been married since 2007, and we have two children: Micah and Maya. I enjoy coaching my kids' sports teams as well as giving back to the community through various events and projects.
- Title
Financial Consultant
- State(s) Licensed
- AR Insurance Lic. #17504826 , CA Insurance Lic. #4231391 , FL, IA, IL, KY, MA, MO, MT, NC, NY, OH, OR, TN, TX, VA, WI,
- Location
Quincy, IL
- Website
- https://connect.thrivent.com/joshua-schenk
- Phone
- 217-214-6320
Jo Moore
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.
- Title
Financial Associate
- State(s) Licensed
- FL, IL, MI, MO, NC, NE, NY, TX, VA, WI,
- Location
St. Petersburg, FL
- Website
- https://connect.thrivent.com/jo-moore
- Phone
- 727-484-7483
- Fax
833-610-2405
Shannon James
BFA™
Book an appointment with Shannon James
My mission is to build financial stability in my community by providing a holistic approach to tax-efficient financial planning, as well as offering a full-spectrum of investment solutions, such as retirement accounts, brokerage, insurance, and more.
I enjoy providing education to empower you towards financial independence, while building a relationship that will grow and foster a recognition of your value and ability to prosper.
- Title
Financial Advisor
- State(s) Licensed
- AR Insurance Lic. #20092315 , FL, IL, IN, MI, MO, NC, NY, OH, OK, OR, TN, TX, WI,
- Location
St. Louis, MO
- Website
- https://connect.thrivent.com/shannon-james
- Phone
- 314-325-7808
Monica Teixeira
Book an appointment with Monica Teixeira
I’ve always been passionate about helping others reach their full potential. For over a decade, I’ve dedicated my career to supporting underrepresented individuals and adult learners. It’s been incredibly rewarding to witness their growth and achievements.
What I’ve learned from these experiences goes beyond education. It's about understanding people, building trust, and creating a supportive environment. These skills are invaluable in my role as your financial advisor.
I believe that financial well-being is essential to overall happiness and security. That’s why I’m committed to guiding clients toward their financial goals. Whether it’s planning for retirement, protecting what matters most, or building a legacy, I’m here to help.
I approach my work with care, integrity, and a deep-seated belief in the power of inclusivity. Everyone deserves the opportunity to achieve financial success, and I’m passionate about making that a reality.
Let’s build a strong relationship based on trust, transparency, and mutual respect. I’m excited about the opportunity to help you reach your financial goals.
Call 239-235-8383 to schedule an introductory consultation or email monica.teixeira@Thrivent.com.
- Title
Associate Representative
- State(s) Licensed
- DC, FL, IL, IN, WA,
- Location
Fort Myers, FL
- Website
- https://connect.thrivent.com/monica-teixeira
- Phone
- 239-235-8383
Mindy Parman
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.
- Title
Associate
- State(s) Licensed
- FL, GA, IL, MI, MO, NC, NE, NY, SC, TN, WI,
- Location
Charlotte, NC
- Website
- https://connect.thrivent.com/mindy-parman
- Phone
- 980-890-6460
- Fax
833-610-2405
Rebecca Lewis
I started with Thrivent in 2016 as an Office Professional and became an insurance associate in 2021. I help schedule, assist with assorted client needs and can help with your life insurance needs. I am married to Johnny and have three sons, Ethan, Julian, and Henry. Some of the things I enjoy are yoga, reading and walking my dogs.
- Title
Insurance Associate
- Location
St. Louis, MO
- Phone
- 888-965-5755
- Fax
833-610-2405