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.

I’m proud to be a Thrivent financial professional, providing personalized financial guidance to people at all stages of life. At Thrivent, we don’t see money as the ultimate goal — we see it as a powerful tool that can help you live a life full of meaning, gratitude, and purpose.

As a retired pastor, my approach to financial planning is deeply rooted in faith and values. I’m passionate about helping individuals and families align their financial decisions with what matters most to them, so they can live generously and confidently.

Outside of work, I enjoy my six grandchildren, subbing for vacationing clergy, and spending time on the water, in the water, and even under the water whenever I get the chance. Whether you’re preparing for retirement, navigating life transitions, or simply seeking guidance, I’m here to help you make the most of all you’ve been given.