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Happy Retirement Curtis and Sheila Renner!

For over 20 years Curtis has helped many clients with their financial journey and he has done it all these years with his lovely wife Sheila by his side as an Office Professional. Again, we want to thank Curtis and Sheila for all of their dedication to their clients over the years and we will surely miss them! Their last day will be June 30th, so be sure to give them your well wishes before then if you would be so inclined.

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2023 Thrivent Communities Murder Mystery

We had a very successful Thrivent communities event on November 10th, 2023. We showed our support to the Emersynn Isla Shining Star foundation by asking all attendees to bring a donation from their wish list. We also had a great time solving a Murder Mystery with Sherlock Holmes. Thank you to all of our clients attending!

About Coopersburg Financial Consultants

We're proud to be serving the Lehigh Valley area as Financial Professionals. We provide personalized financial guidance to people at all stages of life to help them fulfill their passions and reach their individualized goals. How can we help you turn your passions into reality?

Andrew Filler

Andrew Filler

FIC, RICP®

Andrew joined Thrivent back in 2015 and has since built out his practice in his hometown of Coopersburg. He graduated from Southern Lehigh High School in 2005, then obtained his Bachelor's Degree from Arizona State University in 2009. Andrew has completed the FINRA Series 63 Uniform Securities Agent State Law Exam, FINRA Series 65 Uniform Investment Advisor, FINRA Series 07 General Securities Representative, as well as Life & Health Insurance Licenses.

Title

Financial Consultant

State(s) Licensed
AR Insurance Lic. #16597439 , CA Insurance Lic. #0K11366 , FL, ME, NJ, NY, PA, SC, VA,
Location

Coopersburg Office

Website
https://connect.thrivent.com/andrew-filler
Phone
610-282-2820
Fax

610-282-2009

Cheryl Urmy

Cheryl Urmy

Cheryl joined Thrivent in January 2024. Her family are lifelong residents of Coopersburg.

She supports Andrew with client services, daily administrative and marketing tasks. 

Her four grandchildren, sewing, photography, gardening, love of agriculture, as well as volunteer work are her many interests.

Title

Office Professional

Location

Coopersburg Office

Phone
610-282-2820
Fax

833-679-5344